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Innovator Etfs Tr shares owned by Blue Bell Private Wealth Management

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

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

Jan 2023Jul 2023Jan 2024Jul 2024Jan 202550k100k150k20003000400050006000
Value ($)Share countHistorical XTJL position of Blue Bell Private … Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $52k 1.5k 33.69
2024-09-30 $51k 1.5k 32.91
2024-06-30 $48k 1.5k 31.36
2024-03-31 $48k 1.5k 30.82
2023-12-31 $45k 1.5k 29.44
2023-09-30 $41k 1.5k 26.73
2023-06-30 $42k 1.5k 27.40
2023-03-31 $146k 5.7k 25.66
2022-12-31 $72k 3.1k 23.42
2022-09-30 $75k 3.5k 21.51