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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

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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
2023-09-30 $416k 13k 32.36
2023-06-30 $427k 13k 33.28
2023-03-31 $404k 13k 31.45

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Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
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Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
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Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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

Alliancebernstein
Strategic Wealth Partners
Brookstone Capital Management
Penserra Capital Management
HighTower Advisors
Advisor Group Holdings
Commonwealth Equity Services
William Blair $ Company
MBL Wealth
Global Strategic Investment Solutions
Branch Banking & Trust Company
Raymond James Financial Services Advisors
MAI Wealth Advisors
Lincoln National
Townsquare Capital

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