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Innovator Etfs Tr s&p 500 pwr shares owned by Ascent Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by Ascent Wealth Partners from 13F filings

Historical chart of Ascent Wealth Partners investment in Innovator Etfs Tr s&p 500 pwr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr held by Ascent 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 pwr by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $503k 12k 40.48
2024-06-30 $382k 9.8k 38.85
2024-03-31 $374k 9.8k 37.98
2023-12-31 $356k 9.8k 36.19
2023-09-30 $332k 9.8k 33.70
2022-12-31 $11M 374k 30.19
2022-09-30 $2.2M 78k 28.60

More positions owned by Ascent Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Automatic Data Processing (ADP)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Cl A (ACN)
Abbvie (ABBV)
Ishares Core Msci Emkt (IEMG)
UnitedHealth (UNH)
Oracle Corporation (ORCL)

View all positions for Ascent Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Janney Montgomery Scott
Raymond James Financial Services Advisors
Kestra Advisory Services
William Blair $ Company
Envestnet Asset Management
Legacy CG
HighTower Advisors
BKD Wealth Advisors
Kovitz Investment Group Partners
Motiv8 Investments

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