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Innovator Etfs Tr s&p 500 pwretf shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Innovator Etfs Tr s&p 500 pwretf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwretf held by Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $525k 12k 43.92
2025-09-30 $352k 8.2k 43.10

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View all positions for Concurrent Investment Advisors

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
HPM Partners
Penserra Capital Management
Brookstone Capital Management
Wealth Enhancement Advisory Services
Advisor Group Holdings
Commonwealth Equity Services
Hanson McClain Advisors
Envestnet Asset Management
Colony
Raymond James Financial
LPL Financial
Janney Montgomery Scott
Cetera Investment Advisers
CoreCap Advisors

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