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Innovator Etfs Tr s&p 500 pwr shares owned by Compass Advisory Group

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

Historical chart of Compass Advisory Group 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 Compass Advisory Group 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 Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $521k 14k 36.50
2023-12-31 $496k 14k 34.76
2023-09-30 $463k 14k 32.40

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)

View all positions for Compass Advisory Group

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