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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

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

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwretf by WPWealth

Quarter filed Position value Share count Share price at filing
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 Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Short Duration F (DFSD)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Apple (AAPL)
Innovator Etfs Tr International Dv (IOCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Stuart Chaussee & Associates
Alliancebernstein
Global Strategic Investment Solutions
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Townsquare Capital
BKD Wealth Advisors
Raymond James Financial Services Advisors
Brown Wealth Management
WPWealth
HighTower Advisors
Captrust Financial Advisors
BCJ Capital Management
Beacon Pointe Advisors

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