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Innovator Etfs Tr s&p 500 pwr shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $496k 12k 42.95
2025-06-30 $450k 11k 40.89
2025-03-31 $422k 11k 38.41
2024-09-30 $354k 9.2k 38.53

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Brookstone Capital Management
Citadel Advisors
Advisor Group Holdings
Susquehanna International
Stuart Chaussee & Associates
Envestnet Asset Management
Cresset Asset Management
LPL Financial
Kovitz Investment Group Partners
HighTower Advisors
Raymond James Financial
Kestra Advisory Services

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