Pine Harbor Wealth Management »

Innovator Etfs Tr s&p 500 pwr shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor Wealth Management 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 Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 5.8k 43.72

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares U S Etf Tr Short Maturity M (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Apple (AAPL)

View all positions for Pine Harbor Wealth Management

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
Lido Advisors
Colony
LPL Financial
Cresset Asset Management
HighTower Advisors
Raymond James Financial
Kestra Advisory Services
Cetera Investment Advisers
SageView Advisory Group

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