WPWealth »

Innovator Etfs Tr s&p 500 pwretf shares owned by WPWealth

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

Historical chart of WPWealth investment in Innovator Etfs Tr s&p 500 pwretf

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20255M6M7M8M150k200k250k
Value ($)Share countHistorical POCT position of WPWealth Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwretf held by WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.7M 144k 39.57
2024-09-30 $5.7M 146k 38.95
2024-06-30 $4.5M 118k 38.29
2024-03-31 $6.8M 182k 37.49
2023-12-31 $8.2M 226k 36.12
2023-09-30 $8.1M 238k 33.96
2023-06-30 $4.9M 147k 33.47
2023-03-31 $4.7M 147k 31.63
2022-12-31 $7.6M 254k 30.07

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)

View all positions for WPWealth

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
Wealth Enhancement Advisory Services
Raymond James Financial
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Colony
BKD Wealth Advisors
Stephens
HighTower Advisors
Kestra Advisory Services
Janney Montgomery Scott
MAI Wealth Advisors

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