Valtinson Bruner Financial Planning »

Innovator Etfs Tr s&p 500 pwr shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 49k 42.95
2025-06-30 $2.0M 49k 40.89
2025-03-31 $1.9M 49k 38.41
2024-12-31 $2.1M 54k 39.09
2024-09-30 $2.1M 54k 38.53
2024-06-30 $2.1M 55k 37.47
2024-03-31 $2.0M 55k 36.50
2023-12-31 $2.3M 67k 34.76
2023-09-30 $2.1M 65k 32.40
2023-06-30 $2.1M 65k 32.71
2023-03-31 $2.1M 67k 30.68
2022-12-31 $2.0M 67k 29.70
2022-09-30 $1.9M 69k 27.81
2022-06-30 $1.6M 58k 28.11
2022-03-31 $1.7M 58k 29.61
2021-12-31 $1.8M 58k 30.39
2021-09-30 $1.7M 56k 29.87
2021-06-30 $1.7M 57k 29.53
2021-03-31 $10M 356k 29.15
2020-12-31 $10M 357k 28.06
2020-09-30 $9.4M 361k 26.03
2020-06-30 $2.2M 84k 26.54
2020-03-31 $2.1M 85k 24.54
2019-12-31 $2.2M 85k 25.79
2019-09-30 $2.1M 85k 24.91

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

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
Susquehanna International
Stuart Chaussee & Associates
Envestnet Asset Management
Cresset Asset Management
LPL Financial
Kovitz Investment Group Partners
HighTower Advisors
Raymond James Financial
Kestra Advisory Services

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