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Innovator Etfs Tr s&p 500 pwr bu shares owned by Berkshire Money Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PAUG) shares owned by Berkshire Money Management from 13F filings

Historical chart of Berkshire Money Management 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 Berkshire Money Management 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 Berkshire Money Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $224k 5.2k 43.25
2025-06-30 $209k 5.2k 40.46
2023-06-30 $8.9M 284k 31.20
2023-03-31 $3.8M 130k 29.50
2022-12-31 $3.5M 122k 28.35
2022-09-30 $3.3M 123k 26.97

More positions owned by Berkshire Money Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Small Cap Pwr (KAUG)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (BIL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Berkshire Money Management

Top funds holding Innovator Etfs Tr s&p 500 pwr bu

Alliancebernstein
Penserra Capital Management
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Brookstone Capital Management
Commonwealth Equity Services
Colony
Cresset Asset Management
William Blair $ Company
HighTower Advisors
Cetera Investment Advisers
Raymond James Financial
Kestra Advisory Services
Envestnet Asset Management
LPL Financial
Ascent Wealth Partners

View all funds holding Innovator Etfs Tr s&p 500 pwr bu