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Innovator Etfs Tr shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (PSTP) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $390k 14k 28.21
2023-09-30 $369k 14k 26.66
2023-06-30 $378k 14k 27.31

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding Innovator Etfs Tr

Kfg Wealth Management
Aire Advisors
Commonwealth Equity Services
Sunbelt Securities
Krilogy Financial
Lineweaver Wealth Advisors
Advisor Group Holdings
Stegent Equity Advisors
Tradition Wealth Management
Cambridge Advisors
Southern Capital Advisors
Cambridge Investment Research Advisors
Modera Wealth Management
Cape Investment Advisory
Atria Wealth Solutions

View all funds holding Innovator Etfs Tr