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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
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)
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 Buffer

Kickstand Ventures
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Blue Bell Private Wealth Management
HPM Partners
HighTower Advisors
Capital Investment Advisory Services
Maltin Wealth Management
Fragasso
PFG Investments
Consolidated Portfolio Review Corp
First Commonwealth Financial Corporation
AE Wealth Management
Outlook Wealth Advisors

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