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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
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

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 bufetf

Commonwealth Equity Services
Wealthquest
Integral Investment Advisors
Penserra Capital Management
HighTower Advisors
Captrust Financial Advisors
Berkshire Money Management
Michael S. Ryan
Advisor Group Holdings
Fragasso
Dfpg Investments
Cambridge Investment Research Advisors
HPM Partners
Kestra Advisory Services
Blue Bell Private Wealth Management

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