Blue Bell Private Wealth Management »

Innovator Etfs Tr shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (XDJA) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 993 26.24
2023-12-31 $24k 993 24.49
2023-09-30 $23k 993 23.07
2023-06-30 $23k 993 23.11
2023-03-31 $21k 993 21.38

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Innovator Etfs Tr

Unique Wealth
Altman Advisors
Susquehanna International
Advisor Group Holdings
Sunbelt Securities
Blue Bell Private Wealth Management
Hanson McClain Advisors
UBS Group
DHJJ Financial Advisors

View all funds holding Innovator Etfs Tr