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Innovator Etfs Tr s&p 500 pwr shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $322k 8.4k 38.53
2023-06-30 $451 14 32.21
2023-03-31 $423 14 30.21
2022-12-31 $229k 7.5k 30.70
2022-09-30 $221k 7.5k 29.60

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Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
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Abbvie (ABBV)
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

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
Joseph Group Capital Management
Kestra Advisory Services
Kovitz Investment Group Partners
MBL Wealth
HighTower Advisors
West Michigan Advisors
Beacon Pointe Advisors

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