Ascent Wealth Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $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)
Accenture Plc Ireland Shs Cl A (ACN)
Abbott Laboratories (ABT)
Abbvie (ABBV)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Ameriprise Financial (AMP)

View all positions for Ascent Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Advisor Group Holdings
AE Wealth Management
SageView Advisory Group
Penserra Capital Management
Wealth Enhancement Advisory Services
HighTower Advisors
Commonwealth Equity Services
Jane Street
Delta Investment Management
Raymond James Financial Services Advisors
Miracle Mile Advisors
BKD Wealth Advisors
Cambridge Investment Research Advisors
Strategic Wealth Partners

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