WealthPlan Investment Management »

Innovator Etfs Tr s&p 500 pwr bu shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 5.1k 42.02
2025-06-30 $206k 5.1k 40.01
2024-03-31 $5.5M 151k 36.60
2023-12-31 $2.1M 60k 35.10

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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