Orion Portfolio Solutions »

Innovator Etfs Tr s&p 500 pwretf shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwretf by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 43k 38.95
2024-03-31 $2.5M 66k 37.49
2023-12-31 $2.7M 74k 36.16

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Orion Portfolio Solutions

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