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

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

Historical chart of Ptm 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 Ptm 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 Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 25k 45.87
2025-06-30 $1.1M 25k 44.19
2025-03-31 $1.1M 29k 38.70

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
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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