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

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

Historical chart of Schulz Wealth 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 Schulz Wealth 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 Schulz Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $572k 13k 45.60
2025-06-30 $553k 13k 43.85
2025-03-31 $596k 15k 40.19
2024-12-31 $611k 15k 41.17
2024-09-30 $600k 15k 40.48
2024-06-30 $576k 15k 38.85
2024-03-31 $563k 15k 37.98
2023-12-31 $540k 15k 36.19

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Schulz Wealth

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