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Innovator Etfs Trust shares owned by Private Client Services

Quarter-by-quarter ownership of Innovator Etfs Trust (KAUG) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by Private Client Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $471k 20k 24.03
2024-12-31 $962k 38k 25.14
2024-09-30 $972k 39k 25.04

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Ibonds 2026 Term (IBHF)
Apple (AAPL)

View all positions for Private Client Services

Top funds holding Innovator Etfs Trust

Berkshire Money Management
First Heartland Consultants
HighTower Advisors
William Blair $ Company
Commonwealth Equity Services
Berson & Corrado Investment Advisors
SageView Advisory Group
Susquehanna International
Kestra Advisory Services
Miller Financial Services
Advisor Group Holdings
Sugarloaf Wealth Management
Private Client Services
Foundations Investment Advisors
Old Mission Capital

View all funds holding Innovator Etfs Trust

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