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Innovator Etfs Tr s&p 500 pwretf shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $252k 6.6k 38.29
2024-03-31 $247k 6.6k 37.49
2021-06-30 $2.0M 70k 29.11
2021-03-31 $3.8M 134k 28.50
2020-12-31 $4.9M 176k 27.82

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Tradition Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Global Strategic Investment Solutions
Kestra Advisory Services
Raymond James Financial Services Advisors
BKD Wealth Advisors
Stephens
Envestnet Asset Management
LPL Financial
Motiv8 Investments
Captrust Financial Advisors
HighTower Advisors
BCJ Capital Management
AA Financial Advisors

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