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Innovator Etfs Tr s&p 500 pwr shares owned by WPWealth

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

Historical chart of WPWealth 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 WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 30k 40.48
2024-06-30 $1.1M 28k 38.85
2023-12-31 $580k 16k 36.19
2023-09-30 $540k 16k 33.70
2023-06-30 $1.2M 34k 34.22
2022-12-31 $216k 7.2k 30.19

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for WPWealth

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Janney Montgomery Scott
Personal Cfo Solutions
Raymond James Financial Services Advisors
HighTower Advisors
Kestra Advisory Services
William Blair $ Company
Envestnet Asset Management
Wealth Enhancement Advisory Services
Kovitz Investment Group Partners
Cetera Investment Advisers
BKD Wealth Advisors

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