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

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

Historical chart of Arete 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 Arete 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 7.7k 33.08
2025-06-30 $213k 7.0k 30.50
2025-03-31 $204k 7.0k 29.21
2024-12-31 $214k 7.0k 30.65

More positions owned by Arete Wealth Advisors

NVIDIA Corporation (NVDA)
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Walt Disney Company (DIS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

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