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

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.4M 225k 37.47
2024-03-31 $8.9M 243k 36.50
2023-12-31 $8.7M 252k 34.76
2023-09-30 $8.1M 250k 32.40
2023-06-30 $8.0M 244k 32.71
2023-03-31 $7.7M 250k 30.68
2022-12-31 $3.8M 129k 29.25
2022-09-30 $2.8M 100k 27.81

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding Innovator Etfs Tr s&p 500 pwr

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

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