WealthPlan Investment Management »

Innovator Etfs Tr s&p 500 pwretf shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 23k 43.92
2023-03-31 $30k 938 31.63

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
HPM Partners
Penserra Capital Management
Brookstone Capital Management
Wealth Enhancement Advisory Services
Advisor Group Holdings
Commonwealth Equity Services
Hanson McClain Advisors
Envestnet Asset Management
Colony
Raymond James Financial
LPL Financial
Janney Montgomery Scott
Cetera Investment Advisers
CoreCap Advisors

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