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Innovator Etfs Tr s&p 500 pwretf shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 5.4k 37.49
2023-12-31 $252k 7.0k 36.12
2023-03-31 $576k 18k 31.63
2022-12-31 $4.3M 142k 30.07
2022-09-30 $3.1M 109k 28.63

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)

View all positions for Crown Wealth Group

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Stuart Chaussee & Associates
Alliancebernstein
Global Strategic Investment Solutions
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Townsquare Capital
BKD Wealth Advisors
Raymond James Financial Services Advisors
Brown Wealth Management
WPWealth
HighTower Advisors
Captrust Financial Advisors
BCJ Capital Management
Beacon Pointe Advisors

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