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

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

Historical chart of Phoenix Wealth 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 Phoenix Wealth 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 Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $366k 9.6k 38.31
2024-06-30 $359k 9.6k 37.51
2024-03-31 $350k 9.6k 36.60
2023-12-31 $334k 9.6k 34.97

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Eaton Corp SHS (ETN)
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Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Home Depot (HD)

View all positions for Phoenix Wealth Advisors

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

Alliancebernstein
Penserra Capital Management
Kovitz Investment Group Partners
Advisor Group Holdings
HighTower Advisors
Commonwealth Equity Services
Stephens
William Blair $ Company
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Branch Banking & Trust Company
Brookstone Capital Management
Raymond James Financial Services Advisors
Foundations Investment Advisors

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