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Innovator Etfs Tr s&p 500 pwr bu shares owned by Ascent Wealth Partners

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

Historical chart of Ascent Wealth Partners 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 Ascent Wealth Partners 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 Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 29k 42.02
2025-06-30 $1.2M 29k 40.01
2025-03-31 $941k 25k 37.60
2024-12-31 $799k 21k 38.42

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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
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Ishares Tr Msci Intl Qualty (IQLT)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Automatic Data Processing (ADP)
Abbvie (ABBV)
Wal-Mart Stores (WMT)
Abbott Laboratories (ABT)
NVIDIA Corporation (NVDA)

View all positions for Ascent Wealth Partners

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