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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by WorthPointe

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

Historical chart of WorthPointe investment in Innovator Etfs Tr S&p 500 Pwr Bu

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Quarterly reported holdings in Innovator Etfs Tr S&p 500 Pwr Bu by WorthPointe

Quarter filed Position value Share count Share price at filing
2024-09-30 $588k 16k 36.88
2024-06-30 $568k 16k 35.62
2024-03-31 $336k 9.7k 34.52
2023-12-31 $325k 9.7k 33.38
2023-09-30 $305k 9.7k 31.31
2023-06-30 $308k 9.7k 31.67

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for WorthPointe

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

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
HighTower Advisors
Commonwealth Equity Services
Advisor Group Holdings
Kovitz Investment Group Partners
Chris Bulman
Lineweaver Wealth Advisors
Weaver Capital Management
Envestnet Asset Management
Cetera Investment Advisers
McAdam
Branch Banking & Trust Company
Wealth Enhancement Advisory Services

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