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Innovator Etfs Tr s&p 500 pwr bu shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7k 206 42.47
2025-06-30 $8.3k 206 40.46
2025-03-31 $7.8k 3.5k 2.23

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

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