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Innovator Etfs Tr s&p 500 pwretf shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors 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 Compass Ion Advisors 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 6.5k 43.10
2025-06-30 $270k 6.5k 41.30
2025-03-31 $254k 6.5k 38.85
2024-12-31 $260k 6.6k 39.57
2024-09-30 $256k 6.6k 38.95

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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Etf Ser Solutions Aptus Defined (DRSK)
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Ea Series Trust Alpha Arch 1-3 (BOXX)
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NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Steward Partners Investment Advisory
Penserra Capital Management
HPM Partners
Advisor Group Holdings
Commonwealth Equity Services
Envestnet Asset Management
Raymond James Financial
LPL Financial
Wealth Enhancement Advisory Services
Kovitz Investment Group Partners
Janney Montgomery Scott
Stephens
CoreCap Advisors
HighTower Advisors

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