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

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

Historical chart of Outlook 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 Outlook 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 6.5k 40.36
2025-06-30 $242k 6.5k 37.48
2025-03-31 $231k 6.5k 35.74

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Ishares Tr Global Finls Etf (IXG)

View all positions for Outlook 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