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

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

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

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 20254M4.5M5M5.5M6M120k140k160k
Value ($)Share countHistorical PJUN position of WPWealth Source: stockzoa.comValue ($)Share count

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All positions including Innovator Etfs Tr S&p 500 Pwr Bu held by WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.1M 109k 37.52
2024-09-30 $6.2M 167k 36.88
2024-06-30 $6.1M 171k 35.62

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)

View all positions for WPWealth

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
Branch Banking & Trust Company

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