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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners investment in Innovator Etfs Tr S&p 500 Pwr Bu

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All positions including Innovator Etfs Tr S&p 500 Pwr Bu held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr S&p 500 Pwr Bu by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.6M 74k 35.66

More positions owned by Heritage Wealth Partners

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Partners

Top funds holding Innovator Etfs Tr S&p 500 Pwr Bu

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Miracle Mile Advisors
Jane Street
Envestnet Asset Management
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James Financial
Cetera Investment Advisers
LPL Financial
HighTower Advisors
William Blair $ Company
Kovitz Investment Group Partners
CWM

View all funds holding Innovator Etfs Tr S&p 500 Pwr Bu