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Innovator Etfs Tr s&p 500 pwr shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Innovator Etfs Tr s&p 500 pwr

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All positions including Innovator Etfs Tr s&p 500 pwr held by Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $118k 2.6k 45.60
2025-06-30 $817k 19k 43.85
2025-03-31 $735k 18k 40.19
2024-12-31 $757k 18k 41.17

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View all positions for Comprehensive Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Hanson McClain Advisors
Brookstone Capital Management
Commonwealth Equity Services
William Blair $ Company
Wealth Enhancement Advisory Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
Compass Advisory Group
HighTower Advisors
Kovitz Investment Group Partners
Cetera Investment Advisers
LPL Financial

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