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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 6.6k 41.96
2024-06-30 $267k 6.6k 40.64
2024-03-31 $258k 6.6k 39.28

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Ishares Core S&p 500 Etf Etf (IVV)
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Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer

Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Raymond James Financial Services Advisors
Cetera Investment Advisers
My Personal CFO
William Blair $ Company
Bellwether Advisors
HighTower Advisors
Fragasso
Valtinson Bruner Financial Planning
Envestnet Asset Management
Blue Bell Private Wealth Management
DHJJ Financial Advisors
Cambridge Investment Research Advisors

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