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Innovator Etfs Tr s&p 500 pwr shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 893 45.60
2025-06-30 $39k 893 43.85
2025-03-31 $36k 30k 1.19

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

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