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Innovator Edp Etf - 1y Jan shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Innovator Edp Etf - 1y Jan (ZJAN) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Innovator Edp Etf - 1y Jan

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All positions including Innovator Edp Etf - 1y Jan held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Edp Etf - 1y Jan by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 37k 27.36

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Innovator Etfs Trust Equity Defined P (ZMAR)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding Innovator Edp Etf - 1y Jan

Kestra Advisory Services
Mutual Advisors
Raymond James Financial
Commonwealth Equity Services
HighTower Advisors
Gill Capital Partners
HPM Partners
Caliber Wealth Management, Llc / Ks
Susquehanna International
Cambridge Investment Research Advisors
Kfg Wealth Management
Lineweaver Wealth Advisors
Central Valley Advisors
Advisor Group Holdings
Farther Finance Advisors

View all funds holding Innovator Edp Etf - 1y Jan