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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC 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 Cardinal Point Capital Management, ULC 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 Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 35k 34.52
2023-12-31 $1.2M 35k 33.38
2023-09-30 $1.1M 36k 31.31
2023-06-30 $1.2M 38k 31.67

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr National Mun Etf (MUB)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Cardinal Point Capital Management, ULC

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

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Lineweaver Wealth Advisors
McAdam
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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