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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto Wealth Advisors investment in Innovator Etfs Tr S&p 500 Pwr Bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr S&p 500 Pwr Bu held by Palo Alto Wealth Advisors 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 Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 31k 33.59
2023-12-31 $1.0M 31k 32.69
2023-09-30 $959k 31k 30.61
2023-06-30 $968k 31k 30.90
2023-03-31 $921k 31k 29.40
2022-12-31 $879k 31k 28.07

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View all positions for Palo Alto Wealth Advisors

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

Alliancebernstein
Miracle Mile Advisors
Penserra Capital Management
Commonwealth Equity Services
HighTower Advisors
Advisor Group Holdings
BKD Wealth Advisors
Bedel Financial Consulting
Strategic Wealth Partners
Bellwether Advisors
Cambridge Investment Research Advisors
Southland Equity Partners
Janney Montgomery Scott
Raymond James Financial Services Advisors
Outlook Wealth Advisors

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