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Innovator Etfs Tr s&p 500 power shares owned by Long Island Wealth Management

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

Historical chart of Long Island Wealth Management 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 Long Island Wealth Management 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.9M 97k 40.23
2024-03-31 $3.4M 88k 39.11
2023-12-31 $3.3M 88k 37.24

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Commonwealth Equity Services
Penserra Capital Management
Envestnet Asset 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
Mariner Wealth Advisors
Motiv8 Investments

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