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Innovator Etfs Tr russell 2000 p shares owned by AE Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KOCT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Innovator Etfs Tr russell 2000 p

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All positions including Innovator Etfs Tr russell 2000 p held by AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 7.7k 33.02
2025-06-30 $234k 7.7k 30.50
2025-03-31 $225k 7.7k 29.27
2024-12-31 $235k 7.7k 30.57

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Meta Platforms Cl A (META)
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American Centy Etf Tr Avantis Core Fi (AVIG)
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JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Innovator Etfs Tr russell 2000 p

Compass Financial
Advisor Group Holdings
Valtinson Bruner Financial Planning
Cetera Investment Advisers
Commonwealth Equity Services
Branch Banking & Trust Company
Global Strategic Investment Solutions
Envestnet Asset Management
SageView Advisory Group
LPL Financial
DHJJ Financial Advisors
Colony
Crown Wealth Group
HighTower Advisors
Blue Bell Private Wealth Management

View all funds holding Innovator Etfs Tr russell 2000 p