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Innovator Etfs Tr s&p 500 pwretf shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning 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 Cypress Financial Planning 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 Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $697k 19k 37.49
2023-12-31 $521k 15k 35.88
2023-09-30 $611k 18k 33.96
2023-06-30 $596k 18k 33.43
2023-03-31 $608k 19k 31.71
2022-09-30 $284k 9.9k 28.64
2022-06-30 $254k 9.1k 28.07

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

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