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Innovator Etfs Tr s&p 500 pwretf shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $83k 2.3k 36.12
2023-09-30 $78k 2.3k 33.96
2023-06-30 $77k 2.3k 33.47
2023-03-31 $73k 2.3k 31.63
2022-12-31 $69k 2.3k 30.07
2022-09-30 $66k 2.3k 28.80
2022-06-30 $64k 2.3k 27.92
2022-03-31 $69k 2.3k 30.10
2021-12-31 $70k 2.3k 30.54

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

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