Innovator Etfs Tr s&p 500 pwr shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Innovator Etfs Tr s&p 500 pwr
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 12k | 42.95 |
| 2025-06-30 | $458k | 11k | 40.89 |
| 2025-03-31 | $430k | 11k | 38.41 |
| 2024-12-31 | $438k | 11k | 39.09 |
| 2024-09-30 | $432k | 11k | 38.53 |
| 2024-06-30 | $298k | 7.9k | 37.47 |
| 2024-03-31 | $290k | 7.9k | 36.50 |
| 2023-12-31 | $314k | 9.0k | 34.76 |
| 2023-09-30 | $292k | 9.0k | 32.40 |
| 2023-06-30 | $337k | 10k | 32.71 |
| 2023-03-31 | $316k | 10k | 30.68 |
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