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Innovator Etfs Tr s&p 500 pwr shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $489k 12k 40.19
2024-12-31 $501k 12k 41.17
2024-09-30 $493k 12k 40.48
2024-06-30 $473k 12k 38.85

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwr

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

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