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Innovator Etfs Tr shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (SFLR) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 55k 31.81

More positions owned by Kellett Schaffner Wealth Advisors

Innovator Etfs Trust Us Eqty Ultra B (USEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Kellett Schaffner Wealth 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