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Innovator Etfs Tr s&p 500 power shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Innovator Etfs Tr s&p 500 power

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All positions including Innovator Etfs Tr s&p 500 power held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $514k 11k 45.80
2025-06-30 $8.7M 197k 44.05
2025-03-31 $8.3M 200k 41.47
2024-12-31 $3.8M 90k 42.25
2023-06-30 $202k 5.7k 35.11
2023-03-31 $2.9M 87k 33.21

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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