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

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

Historical chart of Navis 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 Navis 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 11k 43.10
2025-06-30 $456k 11k 41.30
2025-03-31 $429k 11k 38.85

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Goldman Sachs (GS)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Navis Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 pwretf

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

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