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

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

Historical chart of Schulz 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 Schulz 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 Schulz Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 5.6k 38.53
2024-06-30 $210k 5.6k 37.47
2024-03-31 $205k 5.6k 36.50

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)

View all positions for Schulz Wealth

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Penserra Capital Management
Brookstone Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
HighTower Advisors
Joseph Group Capital Management
Cresset Asset Management
Kestra Advisory Services
Kovitz Investment Group Partners
MBL Wealth
West Michigan Advisors

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