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Innovator Etfs Tr s&p 500 pwretf shares owned by O'Connor Financial Group

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

Historical chart of O'Connor Financial Group investment in Innovator Etfs Tr s&p 500 pwretf

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All positions including Innovator Etfs Tr s&p 500 pwretf held by O'Connor Financial Group 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 36k 41.60
2025-03-31 $1.4M 36k 38.85
2024-12-31 $1.4M 36k 39.57

More positions owned by O'Connor Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Eventide Us Market Etf Etf (ESUM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan International Etf Etf (TPIF)
Invesco Qqq Trust Series I Etf (QQQ)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Vanguard Mid-cap Etf Etf (VO)
Dimensional Emerging Markets Etf Etf (DFEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
State Street Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)

View all positions for O'Connor Financial Group

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