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Innovator Etfs Tr s&p 500 pwr bu shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 6.0k 42.02
2025-06-30 $241k 6.0k 40.01
2025-03-31 $226k 6.0k 37.60

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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