Captrust Financial Advisors »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power held by Captrust Financial Advisors 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 Etfs Tr s&p 500 power by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 71k 37.24
2023-09-30 $2.3M 66k 34.80
2023-06-30 $2.5M 71k 35.11
2023-03-31 $2.4M 71k 33.21
2022-06-30 $66k 2.2k 30.00
2022-03-31 $135k 4.2k 32.52
2021-12-31 $65k 2.0k 33.32

More positions owned by Captrust Financial Advisors

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

View all positions for Captrust Financial Advisors

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Penserra Capital Management
Lincoln National
Raymond James Financial Services Advisors
Envestnet Asset Management
Range Financial Group
Janney Montgomery Scott
Southland Equity Partners
Carnick & Kubik
Legacy CG
Strategic Wealth Partners
BKD Wealth Advisors

View all funds holding Innovator Etfs Tr s&p 500 power