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Innovator Etfs Tr s&p 500 pwr bu shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PDEC) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Innovator Etfs Tr s&p 500 pwr bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr bu held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr bu by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $712k 20k 36.60
2023-12-31 $660k 19k 35.10
2023-09-30 $609k 19k 32.36
2023-06-30 $626k 19k 33.28
2023-03-31 $592k 19k 31.45
2022-12-31 $240k 8.0k 29.89
2022-09-30 $242k 8.5k 28.47
2022-06-30 $218k 7.6k 28.76
2022-03-31 $321k 10k 31.21
2021-12-31 $327k 10k 31.79

More positions owned by Captrust Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Small-cap Etf Etf (VB)
Nvidia Corporation Stock (NVDA)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Innovator Etfs Tr s&p 500 pwr bu

Alliancebernstein
Strategic Wealth Partners
Brookstone Capital Management
Penserra Capital Management
HighTower Advisors
Commonwealth Equity Services
Advisor Group Holdings
Stephens
William Blair $ Company
MBL Wealth
Envestnet Asset Management
Global Strategic Investment Solutions
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Lincoln National

View all funds holding Innovator Etfs Tr s&p 500 pwr bu