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Innovator Etfs Tr shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (XTAP) 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

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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 $79k 2.6k 30.95
2023-12-31 $78k 2.6k 30.29
2023-09-30 $72k 2.6k 28.10
2023-06-30 $73k 2.6k 28.38
2022-06-30 $0 4 0.00
2022-03-31 $0 4 0.00
2021-12-31 $0 4 0.00
2021-09-30 $0 4 0.00
2021-06-30 $0 4 0.00

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

Millington Financial Advisors
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Citadel Advisors
Blue Bell Private Wealth Management
Advisor Group Holdings
Orion Capital Management
SRS Capital Advisors
DHJJ Financial Advisors
UBS Group

View all funds holding Innovator Etfs Tr