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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.9M 142k 41.58
2024-03-31 $5.8M 144k 40.47
2023-12-31 $5.6M 145k 38.47
2023-09-30 $5.0M 142k 35.50
2023-06-30 $5.2M 144k 36.39
2023-03-31 $14M 420k 33.81

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Nvidia Corporation Stock (NVDA)
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)

View all positions for Captrust Financial Advisors

Top funds holding Innovator Etfs Tr s&p 500 bufetf

Commonwealth Equity Services
Integral Investment Advisors
Penserra Capital Management
HighTower Advisors
Captrust Financial Advisors
Wealthquest
Fragasso
Cetera Investment Advisers
Envestnet Asset Management
LPL Financial
Berkshire Money Management
Kestra Advisory Services
Cambridge Investment Research Advisors
Diversify Advisory Services
Motiv8 Investments

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