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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Innovator Etfs Tr S&p 500 Pwr Bu

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All positions including Innovator Etfs Tr S&p 500 Pwr Bu held by AllSquare Wealth 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 Bu by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $14k 350 39.76
2025-03-31 $13k 350 37.01
2024-12-31 $13k 350 37.52
2024-09-30 $13k 350 36.88
2024-06-30 $13k 350 35.62
2024-03-31 $12k 350 34.52
2023-12-31 $12k 350 33.38
2023-09-30 $11k 350 31.31
2023-06-30 $11k 350 30.85
2023-03-31 $11k 350 30.77
2022-12-31 $10k 350 29.73
2022-09-30 $10k 350 28.57
2022-06-30 $10k 350 28.57
2022-03-31 $11k 350 31.43
2021-12-31 $11k 350 31.43
2021-09-30 $11k 350 31.43
2021-06-30 $11k 350 31.43
2021-03-31 $11k 350 31.43
2020-12-31 $11k 350 31.43
2020-09-30 $10k 350 28.57
2020-06-30 $10k 350 28.57

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab Emerging Market Eq Etf Etf (SCHE)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Chase & Co Stock (JPM)
Powershares Qqq Tr Etf (QQQ)

View all positions for AllSquare Wealth Management

Top funds holding Innovator Etfs Tr S&p 500 Pwr Bu

Alliancebernstein
Commonwealth Equity Services
Penserra Capital Management
Brookstone Capital Management
Berkshire Money Management
Advisor Group Holdings
HighTower Advisors
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Lineweaver Wealth Advisors
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
CoreCap Advisors
LPL Financial

View all funds holding Innovator Etfs Tr S&p 500 Pwr Bu