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Innovator Etfs Tr s&p 500 power shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 power (PJAN) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr s&p 500 power

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power held by Beacon Financial Advisory 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 power by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $433k 10k 42.25
2024-09-30 $361k 8.7k 41.32
2024-06-30 $463k 12k 40.23
2024-03-31 $353k 9.0k 39.11

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Value Line Divid In SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
T Rowe Price Etf Cap Appreciation (TCAF)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Advisor Group Holdings
Penserra Capital Management
Commonwealth Equity Services
Mml Investors Services
Raymond James Financial Services Advisors
Raymond James Financial
Range Financial Group
Cetera Investment Advisers
Southland Equity Partners
Kovitz Investment Group Partners
Bellwether Advisors
Envestnet Asset Management
BKD Wealth Advisors
Motiv8 Investments

View all funds holding Innovator Etfs Tr s&p 500 power