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

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

Historical chart of Evolution 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 Evolution 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 100 33.02
2025-06-30 $3.1k 100 30.50

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution 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