Wealthsource Partners »

Innovator Etfs Tr russell 2000 p shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $338k 12k 27.52
2023-09-30 $304k 12k 25.68
2023-06-30 $320k 12k 27.08
2023-03-31 $307k 12k 25.94
2022-12-31 $298k 12k 25.24

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding Innovator Etfs Tr russell 2000 p

Compass Financial
Advisor Group Holdings
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

View all funds holding Innovator Etfs Tr russell 2000 p