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

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

Historical chart of Siligmueller & Norvid 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 Siligmueller & Norvid 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 Siligmueller & Norvid Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.7M 137k 41.56
2025-03-31 $5.2M 135k 38.85

More positions owned by Siligmueller & Norvid Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Siligmueller & Norvid Wealth Advisors

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