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

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 33k 30.36
2024-06-30 $965k 34k 28.59
2024-03-31 $973k 34k 28.47
2021-06-30 $6.0M 224k 26.80
2021-03-31 $6.5M 246k 26.50
2020-12-31 $3.8M 148k 25.93

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

Top funds holding Innovator Etfs Tr russell 2000 p

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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

View all funds holding Innovator Etfs Tr russell 2000 p