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

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

Historical chart of Schulz Wealth 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 Schulz Wealth 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 Schulz Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $905k 20k 45.80
2025-06-30 $870k 20k 44.05
2025-03-31 $876k 21k 41.47
2024-12-31 $893k 21k 42.25
2024-09-30 $873k 21k 41.32
2024-06-30 $850k 21k 40.23
2024-03-31 $827k 21k 39.11
2023-12-31 $1.0M 27k 37.24

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Schulz Wealth

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