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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

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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
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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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for WorthPointe

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
AE Wealth Management
Penserra Capital Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James Financial
Hanson McClain Advisors
Brookstone Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
HighTower Advisors
Joseph Group Capital Management
Cresset Asset Management
Kestra Advisory Services
Kovitz Investment Group Partners

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