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Innovator Etfs Tr s&p 500 pwr bu shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 13k 42.02
2025-06-30 $526k 13k 40.01
2025-03-31 $756k 20k 37.60
2024-12-31 $772k 20k 38.42
2024-09-30 $708k 19k 38.31
2023-12-31 $384k 11k 34.68

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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