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Innovator Etfs Tr s&p 500 pwretf shares owned by My Personal CFO

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

Historical chart of My Personal CFO 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 My Personal CFO 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 My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 9.4k 37.49
2023-12-31 $357k 9.9k 36.12
2023-09-30 $368k 11k 33.96
2023-06-30 $307k 9.2k 33.47
2023-03-31 $238k 7.5k 31.63
2022-12-31 $115k 1.6k 73.78

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Okta Cl A (OKTA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Stagwell Com Cl A (STGW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

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