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Innovator Etfs Trust shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Trust by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $735k 26k 28.73
2025-06-30 $1.1M 38k 28.18
2025-03-31 $1.0M 38k 26.77
2024-12-31 $1.0M 38k 27.05

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Innovator Etfs Trust Power Buffer Set (PSTP)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Innovator Etfs Trust

Sovran Advisors
Commonwealth Equity Services
Advisor Group Holdings
Centaurus Financial
HighTower Advisors
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
AE Wealth Management
Kestra Advisory Services
Archer Investment Corp
Captrust Financial Advisors
Stratos Wealth Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Diligent Investors
Kfg Wealth Management

View all funds holding Innovator Etfs Trust