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Innovator Etfs Tr s&p 500 power shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 113k 41.32
2024-06-30 $4.5M 113k 40.23
2024-03-31 $4.4M 113k 39.11
2023-09-30 $2.2M 63k 34.80
2023-06-30 $2.2M 63k 35.11
2023-03-31 $2.1M 63k 33.21
2022-12-31 $2.1M 66k 31.51
2022-09-30 $1.9M 66k 29.44
2022-06-30 $1.9M 65k 30.02
2022-03-31 $2.1M 64k 32.58
2021-12-31 $2.2M 67k 33.27
2021-09-30 $2.1M 64k 32.66
2021-06-30 $2.1M 64k 32.44
2021-03-31 $2.0M 64k 31.55
2020-12-31 $1.9M 61k 30.59
2020-09-30 $1.7M 59k 29.31
2020-06-30 $1.5M 52k 28.00

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Innovator Etfs Tr s&p 500 power

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

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