Waterloo Capital »

Innovator Etfs Tr s&p 500 pwr bu shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr bu by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $506k 14k 37.51
2024-03-31 $493k 14k 36.60
2023-09-30 $416k 13k 32.36
2023-06-30 $427k 13k 33.28
2023-03-31 $404k 13k 31.45

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

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