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Innovator Etfs Tr s&p 500 pwr shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 28k 45.97
2025-12-31 $1.1M 24k 46.43
2023-12-31 $4.9M 136k 36.19
2023-09-30 $3.9M 116k 33.70
2023-06-30 $3.4M 100k 34.22
2023-03-31 $3.9M 123k 31.64
2022-12-31 $5.5M 173k 31.60
2022-09-30 $5.2M 172k 30.45
2022-03-31 $6.2M 211k 29.45

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
William Blair $ Company
Envestnet Asset Management
Advisor Group Holdings
Raymond James Financial
Colony
HighTower Advisors
Janney Montgomery Scott
CWM
Cetera Investment Advisers
LPL Financial
Pensionmark Financial Group
Kestra Advisory Services

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