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Innovator Etfs Tr s&p 500 pwr shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $30k 1.1M 0.03
2023-09-30 $1.1M 33k 33.70
2023-06-30 $678k 20k 34.22
2023-03-31 $274k 8.7k 31.64
2022-12-31 $261k 8.7k 30.19

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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
Commonwealth Equity Services
HighTower Advisors
Jane Street
Delta Investment Management
Raymond James Financial Services Advisors
Miracle Mile Advisors
BKD Wealth Advisors
Cambridge Investment Research Advisors
Brookstone Capital Management

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