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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
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)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
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)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

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

Alliancebernstein
Penserra Capital Management
Jane Street
Commonwealth Equity Services
Lineweaver Wealth Advisors
McAdam
Strategic Wealth Partners
Advisor Group Holdings
Brookstone Capital Management
HighTower Advisors
Branch Banking & Trust Company
William Blair $ Company
Lincoln National
Bellwether Advisors
Andina Capital Management

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