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Innovator Etfs Tr s&p 500 pwr shares owned by Straight Path Wealth Management

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

Historical chart of Straight Path 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 Straight Path Wealth Management 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $829k 23k 36.50
2023-12-31 $790k 23k 34.76
2021-12-31 $266k 8.8k 30.38

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Dimensional Etf Trust Short Duration F (DFSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Straight Path Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
MAI Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
MBL Wealth
Beacon Pointe Advisors
Strategic Wealth Partners
AE Wealth Management
Kestra Advisory Services
Branch Banking & Trust Company

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