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Innovator Etfs Tr s&p 500 pwr shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Innovator Etfs Tr s&p 500 pwr

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All positions including Innovator Etfs Tr s&p 500 pwr held by Altfest L J & Co 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 pwr by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 58k 36.51
2023-12-31 $2.1M 59k 34.76
2023-09-30 $2.1M 64k 32.40
2023-06-30 $39M 1.2M 32.71
2023-03-31 $37M 1.2M 30.68
2022-12-31 $18M 619k 29.25

More positions owned by Altfest L J & Co

Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)
First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QLD)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)

View all positions for Altfest L J & Co

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
MAI Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
MBL Wealth
Beacon Pointe Advisors
Strategic Wealth Partners
AE Wealth Management
Kestra Advisory Services
Branch Banking & Trust Company

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