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Innovator Etfs Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Trust (ZMAR) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 8.2k 27.08
2025-06-30 $241k 9.1k 26.52
2025-03-31 $235k 9.1k 25.77

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Innovator Etfs Trust

Caliber Wealth Management, Llc / Ks
Raymond James Financial
Commonwealth Equity Services
Archer Investment Corp
AE Wealth Management
Miracle Mile Advisors
Lineweaver Wealth Advisors
Kestra Advisory Services
Cetera Investment Advisers
Harbour Investments
Old Mission Capital
Advisor Group Holdings
Brown Wealth Management
Brookstone Capital Management
Canandaigua National Bank and Trust Company

View all funds holding Innovator Etfs Trust