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Innovator Us Eqy Accl-quart shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Innovator Us Eqy Accl-quart (XDSQ) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Innovator Us Eqy Accl-quart

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Quarterly reported holdings in Innovator Us Eqy Accl-quart by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $359k 10k 35.08
2024-06-30 $485k 15k 33.20
2024-03-31 $238k 7.6k 31.26

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for Brown Wealth Management

Top funds holding Innovator Us Eqy Accl-quart

Cambridge Investment Research Advisors
Andina Capital Management
Advisor Group Holdings
Authentikos Wealth Advisory
SFMG Wealth Advisors
SRS Capital Advisors
Encompass More Asset Management
Cetera Investment Advisers
Old Mission Capital
Vestia Personal Wealth Advisors
Commonwealth Equity Services
Atria Wealth Solutions
Brookstone Capital Management
Capasso Planning Partners
First Commonwealth Financial Corporation

View all funds holding Innovator Us Eqy Accl-quart