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Innovator Etfs Tr russell 2000 p shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KJAN) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Innovator Etfs Tr russell 2000 p

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All positions including Innovator Etfs Tr russell 2000 p held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr russell 2000 p by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $276k 7.4k 37.48
2025-03-31 $283k 7.9k 35.74
2024-12-31 $300k 8.0k 37.35
2024-09-30 $318k 8.6k 37.07

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View all positions for EP Wealth Advisors

Top funds holding Innovator Etfs Tr russell 2000 p

PFS Partners
Long Island Wealth Management
Compass Advisory Group
Advisor Group Holdings
Commonwealth Equity Services
MBL Wealth
Cetera Investment Advisers
Berkshire Money Management
Raymond James Financial
William Blair $ Company
Principal Securities
Kestra Advisory Services
AdvisorNet Financial
Wealth Enhancement Advisory Services
LPL Financial

View all funds holding Innovator Etfs Tr russell 2000 p