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Innovator Etfs Tr s&p 500 pwr shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-03-31 $34k 885 38.41

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Streamex Corp Call Call Option (Principal) (STEX)
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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
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Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
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Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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