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Innovator Etfs Tr s&p 500 pwr bu shares owned by Cypress Financial Planning

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

Historical chart of Cypress Financial Planning 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 Cypress Financial Planning 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 Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $763k 20k 37.86
2024-06-30 $496k 14k 36.51
2024-03-31 $483k 14k 35.38
2023-12-31 $311k 9.4k 32.98
2023-09-30 $426k 14k 31.05

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

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

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
HighTower Advisors
William Blair $ Company
Ascent Wealth Partners
Envestnet Asset Management
Kestra Advisory Services
Cetera Investment Advisers
Raymond James Financial Services Advisors
Kovitz Investment Group Partners
Miracle Mile Advisors
Bellwether Advisors

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