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

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

Historical chart of Welch 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 Welch 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 Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $888k 19k 46.43

More positions owned by Welch Financial Planning

Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Divid Etf (DIVB)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Equity Dual Dirc (DDFS)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 pwr

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

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