PRW Wealth Management »

Innovator Etfs Tr shares owned by PRW Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (NJUL) shares owned by PRW Wealth Management from 13F filings

Historical chart of PRW Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by PRW 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 by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $251k 5.0k 50.15
2023-06-30 $642k 19k 34.13
2023-03-31 $281k 5.8k 48.51
2022-12-31 $1.1M 35k 29.84
2022-09-30 $248k 5.9k 42.03

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding Innovator Etfs Tr

Advisor Group Holdings
MAI Wealth Advisors
HighTower Advisors
Personal Cfo Solutions
Commonwealth Equity Services
Tradition Wealth Management
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Envestnet Asset Management
Motiv8 Investments
Strategic Blueprint
Cambridge Investment Research Advisors
Cetera Investment Advisers
Janney Montgomery Scott
Altfest L J & Co

View all funds holding Innovator Etfs Tr