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Innovator Etfs Tr s&p 500 pwr shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC 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 Cardinal Point Capital Management, ULC 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 Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-09-30 $501k 13k 38.53
2024-06-30 $523k 14k 37.47
2024-03-31 $509k 14k 36.50
2023-12-31 $485k 14k 34.76
2023-09-30 $546k 17k 32.40

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Multisector Bd (PYLD)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Liberty Energy Com Cl A (LBRT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Apple (AAPL)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Innovator Etfs Tr s&p 500 pwr

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Penserra Capital Management
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Stuart Chaussee & Associates
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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