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Innovator Etfs Tr s&p 500 power shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 power (PJAN) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors 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 Core 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 power by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $571k 13k 45.80
2025-06-30 $550k 13k 44.05
2025-03-31 $517k 13k 41.47

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
LPL Financial
Commonwealth Equity Services
Raymond James Financial
Mutual Advisors
Southland Equity Partners
Long Island Wealth Management
Mml Investors Services
Kovitz Investment Group Partners
Envestnet Asset Management
William Blair $ Company
Weaver Capital Management
Bellwether Advisors

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