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Innovator Etfs Tr s&p 500 pwr shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 6.1k 42.95
2025-06-30 $248k 6.1k 40.89
2025-03-31 $233k 6.1k 38.41
2024-12-31 $296k 7.6k 39.09
2024-09-30 $292k 7.6k 38.53

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Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

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