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Innovator Etfs Tr shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr (IDEC) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $323k 12k 26.52

More positions owned by Cypress Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding Innovator Etfs Tr

Berger Financial Group
Berson & Corrado Investment Advisors
Signature
Commonwealth Equity Services
Susquehanna International
Kestra Advisory Services
WPWealth
Cypress Financial Planning
Advisor Group Holdings
Crown Wealth Group
First City Capital Management
Lantz Financial
Miracle Mile Advisors
DHJJ Financial Advisors
IFP Advisors

View all funds holding Innovator Etfs Tr