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Innovator Etfs Tr s&p 500 pwretf shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Innovator Etfs Tr s&p 500 pwretf

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All positions including Innovator Etfs Tr s&p 500 pwretf held by Blue Bell Private Wealth Management 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 pwretf by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 90k 38.95
2024-06-30 $3.7M 97k 38.29
2024-03-31 $3.8M 101k 37.49
2023-12-31 $3.7M 103k 36.12
2023-09-30 $3.5M 103k 33.96
2023-06-30 $4.1M 124k 33.47
2023-03-31 $3.9M 124k 31.63
2022-12-31 $3.5M 116k 30.07
2022-09-30 $1.0M 36k 28.63
2022-06-30 $1.0M 37k 28.08
2022-03-31 $1.2M 40k 30.23
2021-12-31 $1.3M 43k 30.46
2021-09-30 $1.2M 43k 29.34
2021-06-30 $1.6M 57k 29.12
2021-03-31 $1.9M 65k 28.49
2020-12-31 $1.9M 67k 27.77
2020-09-30 $748k 28k 26.40

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
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Stephens
Envestnet Asset Management
Motiv8 Investments
Global Strategic Investment Solutions
Captrust Financial Advisors
HighTower Advisors
LPL Financial
BCJ Capital Management

View all funds holding Innovator Etfs Tr s&p 500 pwretf