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

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $211k 5.5k 38.29
2024-03-31 $225k 6.0k 37.49
2023-12-31 $217k 6.0k 36.12
2023-09-30 $204k 6.0k 33.96
2023-06-30 $201k 6.0k 33.47
2023-03-31 $224k 7.1k 31.63
2022-12-31 $493k 16k 30.10
2022-06-30 $4.2M 151k 28.07

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Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
BKD Wealth Advisors
Raymond James Financial Services Advisors
Stephens
Envestnet Asset Management
Motiv8 Investments
Global Strategic Investment Solutions
Captrust Financial Advisors
HighTower Advisors
LPL Financial
BCJ Capital Management

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