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

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $639k 16k 40.23
2024-03-31 $725k 19k 39.11
2023-12-31 $350k 9.4k 37.24
2023-06-30 $226k 6.4k 35.11
2023-03-31 $214k 6.4k 33.21

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Commonwealth Equity Services
Advisor Group Holdings
Penserra Capital Management
Raymond James Financial Services Advisors
Envestnet Asset Management
Mml Investors Services
Cetera Investment Advisers
Brookstone Capital Management
Range Financial Group
Southland Equity Partners
Carnick & Kubik
Kestra Advisory Services
Strategic Wealth Partners
Kovitz Investment Group Partners

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