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Innovator Etfs Tr s&p 500 pwr bu shares owned by Ptm Wealth Management

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

Historical chart of Ptm Wealth Management 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 Ptm Wealth 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 Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $752k 18k 42.55
2025-06-30 $719k 18k 40.66
2025-03-31 $624k 18k 35.30

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

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

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

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