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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 (BJUN) 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 $852k 21k 40.70
2024-06-30 $818k 21k 39.08
2024-03-31 $787k 21k 37.60
2023-12-31 $747k 21k 35.70
2023-09-30 $687k 21k 32.82
2023-06-30 $702k 21k 33.55
2022-06-30 $48k 1.6k 30.02
2022-03-31 $55k 1.6k 34.40
2021-12-31 $55k 1.6k 34.40
2021-09-30 $52k 1.6k 32.52
2021-06-30 $52k 1.6k 32.52
2021-03-31 $51k 1.6k 31.89
2020-12-31 $50k 1.6k 31.27
2020-09-30 $47k 1.6k 29.39
2020-06-30 $45k 1.6k 28.14

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
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)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
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

Brookstone Capital Management
Penserra Capital Management
Lantz Financial
HPM Partners
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
Blue Bell Private Wealth Management
Envestnet Asset Management
Fragasso
WPWealth
Nations Financial Group
Maltin Wealth Management
First Commonwealth Financial Corporation
BCS Wealth Management

View all funds holding Innovator Etfs Tr S&p 500 Buffer