Innovator Etfs Tr s&p 500 pwretf shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr s&p 500 pwretf
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwretf by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 33k | 43.10 |
| 2025-06-30 | $1.4M | 33k | 41.30 |
| 2025-03-31 | $1.3M | 34k | 38.85 |
| 2024-12-31 | $1.3M | 34k | 39.57 |
| 2024-09-30 | $1.3M | 34k | 38.95 |
| 2024-06-30 | $1.3M | 35k | 38.29 |
| 2024-03-31 | $900k | 24k | 37.49 |
| 2023-12-31 | $867k | 24k | 36.12 |
| 2023-09-30 | $847k | 25k | 33.96 |
| 2023-06-30 | $1.0M | 31k | 33.47 |
| 2023-03-31 | $973k | 31k | 31.63 |
| 2022-12-31 | $925k | 31k | 30.07 |
| 2022-09-30 | $642k | 22k | 28.65 |
| 2022-06-30 | $629k | 22k | 28.07 |
| 2022-03-31 | $678k | 22k | 30.25 |
| 2021-12-31 | $747k | 25k | 30.45 |
| 2021-09-30 | $746k | 25k | 29.34 |
| 2021-06-30 | $757k | 26k | 29.10 |
| 2021-03-31 | $741k | 26k | 28.49 |
| 2020-12-31 | $751k | 27k | 27.80 |
| 2020-09-30 | $828k | 31k | 26.40 |
| 2020-06-30 | $825k | 33k | 25.18 |
| 2020-03-31 | $739k | 33k | 22.56 |
| 2019-12-31 | $1.3M | 50k | 25.19 |
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