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Innovator Etfs Tr russell 2000 p shares owned by Long Island Wealth Management

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

Historical chart of Long Island 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 Long Island 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $553k 19k 28.56
2024-03-31 $551k 19k 28.46
2023-12-31 $533k 19k 27.53

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Innovator Etfs Tr russell 2000 p

Valtinson Bruner Financial Planning
Global Strategic Investment Solutions
Commonwealth Equity Services
Branch Banking & Trust Company
Cetera Investment Advisers
Bullseye Investment Management
Envestnet Asset Management
Colony
DHJJ Financial Advisors
BKD Wealth Advisors
Stratos Wealth Advisors
Blue Bell Private Wealth Management
CWM
Tradition Wealth Management
Cambridge Investment Research Advisors

View all funds holding Innovator Etfs Tr russell 2000 p