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Innovator Etfs Tr s&p 500 pwr shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 5.1k 43.72
2025-09-30 $283k 6.6k 42.95
2025-06-30 $303k 7.4k 40.89
2025-03-31 $284k 7.4k 38.41
2024-12-31 $289k 7.4k 39.09
2024-09-30 $219k 5.7k 38.53
2023-03-31 $1.7M 57k 30.68
2022-12-31 $1.7M 57k 29.25
2022-09-30 $1.5M 52k 27.81

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Spdr Series Trust State Street Spd (SPTS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
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American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Short Duration F (DFSD)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for WorthPointe

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
Lido Advisors
Colony
LPL Financial
Cresset Asset Management
HighTower Advisors
Raymond James Financial
Kestra Advisory Services
Cetera Investment Advisers
SageView Advisory Group

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