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

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

Historical chart of Defined 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 Defined 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 Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $318k 8.2k 38.97
2024-12-31 $277k 7.0k 39.57

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View all positions for Defined Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 pwretf

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

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