Brass Tax Wealth Management »

Innovator Etfs Trust shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust (ZJUL) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Trust by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $604k 21k 28.73
2025-06-30 $486k 17k 28.18
2025-03-31 $474k 18k 26.77
2024-12-31 $482k 18k 27.05
2024-09-30 $477k 18k 26.78

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding Innovator Etfs Trust

Commonwealth Equity Services
Sovran Advisors
Advisor Group Holdings
Centaurus Financial
HighTower Advisors
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
Kestra Advisory Services
Captrust Financial Advisors
Stratos Wealth Advisors
Archer Investment Corp
Diligent Investors
Kfg Wealth Management
Cypress Wealth Services
Raymond James Financial

View all funds holding Innovator Etfs Trust