Brown Wealth Management »

Innovator U.s. Equity Accelerated Etf - October shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Innovator U.s. Equity Accelerated Etf - October (XDOC) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Innovator U.s. Equity Accelerated Etf - October

Tip: Access up to 7 years of quarterly data

All positions including Innovator U.s. Equity Accelerated Etf - October held by Brown 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 U.s. Equity Accelerated Etf - October by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 8.4k 28.50

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Innovator U.s. Equity Accelerated Etf - October

Unique Wealth
Advisor Group Holdings
Goldman Sachs Group
Brown Wealth Management
Townsquare Capital
DHJJ Financial Advisors
Blue Bell Private Wealth Management
UBS Group
Sunbelt Securities

View all funds holding Innovator U.s. Equity Accelerated Etf - October