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Innovator Etfs Tr s&p 500 pwr bu shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PDEC) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 8.9k 42.02
2025-06-30 $419k 11k 40.01
2025-03-31 $394k 11k 37.60
2024-12-31 $396k 10k 38.42

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)
American Centy Etf Tr International Lr (AVIV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Emerging Mkt Val (AVES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Allegiance Financial Group Advisory Services

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

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Kovitz Investment Group Partners
William Blair $ Company
Old Mission Capital
Commonwealth Equity Services
LPL Financial
HighTower Advisors
Susquehanna International
Cetera Investment Advisers
Envestnet Asset Management
Soltis Investment Advisors
Kestra Advisory Services
Pathstone Holdings

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