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Innovator Etfs Tr shares owned by Davies Financial Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (SFLR) shares owned by Davies Financial Advisors from 13F filings

Historical chart of Davies Financial Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 182k 31.81
2024-06-30 $4.2M 137k 30.89

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Advanced Micro Devices (AMD)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Davies Financial Advisors

Top funds holding Innovator Etfs Tr

LPL Financial
Chicago Partners Investment
Delta Investment Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Good Life Advisors
Advisor Group Holdings
CoreCap Advisors
Envestnet Asset Management
Steward Partners Investment Advisory
Davies Financial Advisors
Kingsview Wealth Management
Pinnacle Wealth Management Group
Goss Wealth Management
AE Wealth Management

View all funds holding Innovator Etfs Tr