News + Filings Holdings
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Wealthquest Corp
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Innovator ETFs Trust
| BMAY | Common | 0 | -1,888,534 | 0 | -51,783,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| PAUG | Common | 0 | -775,893 | 0 | -20,925,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| UJAN | Common | 0 | -173,257 | 0 | -5,057,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISTB | Common | 0 | -66,349 | 0 | -3,058,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| UJUL | Common | 0 | -101,011 | 0 | -2,503,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| BNDS | Common | 0 | -60,290 | 0 | -1,504,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 0 | -19,190 | 0 | -1,435,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VTWO | Common | 0 | -12,572 | 0 | -837,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| UMAR | Common | 0 | -16,789 | 0 | -468,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Walgreens Boots Alliance, Inc.
| WBA | COM | 0 | -13,092 | 0 | -411,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 0 | -3,959 | 0 | -281,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Skillz Inc.
| SKLZ | Common | 0 | -242,003 | 0 | -246,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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