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Innovator Etfs Tr s&p 500 pwr shares owned by BigSur Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by BigSur Wealth Management from 13F filings

Historical chart of BigSur Wealth Management investment in Innovator Etfs Tr s&p 500 pwr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr held by BigSur 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 pwr by BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $617k 16k 38.53
2024-06-30 $600k 16k 37.47
2024-03-31 $584k 16k 36.50
2023-12-31 $556k 16k 34.76

More positions owned by BigSur Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
NVIDIA Corporation (NVDA)
Blackstone Group Inc Com Cl A (BX)
Palo Alto Networks (PANW)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for BigSur Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Penserra Capital Management
Brookstone Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
Joseph Group Capital Management
Kestra Advisory Services
Kovitz Investment Group Partners
MBL Wealth
HighTower Advisors
West Michigan Advisors
Beacon Pointe Advisors

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