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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group investment in Innovator Etfs Tr S&p 500 Pwr Bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr S&p 500 Pwr Bu held by Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $943k 27k 35.62

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Core Msci Emkt (IEMG)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Amazon (AMZN)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Eafe Grwth Etf (EFG)
Microsoft Corporation (MSFT)

View all positions for Family Wealth Group

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

Alliancebernstein
Penserra Capital Management
HighTower Advisors
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
Kovitz Investment Group Partners
Lineweaver Wealth Advisors
Chris Bulman
Weaver Capital Management
McAdam
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
Wealth Enhancement Advisory Services

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