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Innovator Edp Etf - 1y Jan shares owned by Elmwood Wealth Management

Quarter-by-quarter ownership of Innovator Edp Etf - 1y Jan (ZJAN) shares owned by Elmwood Wealth Management from 13F filings

Historical chart of Elmwood Wealth Management investment in Innovator Edp Etf - 1y Jan

Tip: Access up to 7 years of quarterly data

All positions including Innovator Edp Etf - 1y Jan held by Elmwood Wealth Management 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 7.8k 26.88
2025-06-30 $205k 7.8k 26.33

More positions owned by Elmwood Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Innovator Etfs Trust Innovator Deepw (LOUP)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Elmwood Wealth Management

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
Susquehanna International
Cambridge Investment Research Advisors
Kfg Wealth Management
Lineweaver Wealth Advisors
Cornerstone Wealth Group
Advisor Group Holdings
Farther Finance Advisors
Old Mission Capital

View all funds holding Innovator Edp Etf - 1y Jan