Talon Private Wealth »

Innovator Etfs Tr s&p 500 pwretf shares owned by Talon Private Wealth

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

Historical chart of Talon Private Wealth 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 Talon Private Wealth 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 Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 144k 43.11
2025-03-31 $2.0M 51k 38.85
2024-12-31 $1.6M 42k 39.57

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Innovator Etfs Trust Index Autocallab (ACII)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
HPM Partners
Penserra Capital Management
Brookstone Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Hanson McClain Advisors
Envestnet Asset Management
Colony
Raymond James Financial
LPL Financial
William Blair $ Company
Janney Montgomery Scott
Cetera Investment Advisers
Kestra Advisory Services

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