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Innovator Etfs Tr shares owned by Navis Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (XUSP) shares owned by Navis Wealth Advisors from 13F filings

Historical chart of Navis Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Navis 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 8.3k 46.48
2025-06-30 $349k 8.3k 42.06
2025-03-31 $384k 10k 37.34
2024-12-31 $473k 12k 40.16
2024-09-30 $398k 10k 39.55

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
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JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Goldman Sachs (GS)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Navis Wealth Advisors

Top funds holding Innovator Etfs Tr

Farther Finance Advisors
Authentikos Wealth Advisory
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Harbour Investments
Citadel Advisors
Old Mission Capital
Yarger Wealth Strategies
Raymond James Financial
HFG Wealth Management
BCJ Capital Management
Navis Wealth Advisors
Maia Wealth
WealthPlan Investment Management
Seros Financial
Sunbelt Securities

View all funds holding Innovator Etfs Tr