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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $1.2M 30k 41.15
2025-03-31 $4.0M 109k 37.01
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 Global Core Plus (DFGP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)

View all positions for WPWealth

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

Alliancebernstein
Commonwealth Equity Services
Penserra Capital Management
Brookstone Capital Management
Berkshire Money Management
Advisor Group Holdings
HighTower Advisors
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Lineweaver Wealth Advisors
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
CoreCap Advisors
LPL Financial

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