Brown Wealth Management »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr russell 2000 p by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $243k 8.8k 27.52
2023-09-30 $230k 9.0k 25.68
2023-06-30 $242k 9.0k 27.08

More positions owned by Brown Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brown Wealth Management

Top funds holding Innovator Etfs Tr russell 2000 p

Global Strategic Investment Solutions
Valtinson Bruner Financial Planning
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
DHJJ Financial Advisors
BKD Wealth Advisors
InterOcean Capital Group
Bullseye Investment Management
Cambridge Investment Research Advisors
Beacon Financial Advisory
Stratos Wealth Advisors
Blue Bell Private Wealth Management
Berson & Corrado Investment Advisors
We Are One Seven

View all funds holding Innovator Etfs Tr russell 2000 p