Cypress Financial Planning »

Innovator Etfs Tr shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr (ISEP) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 11k 27.23
2023-12-31 $295k 11k 25.86
2023-09-30 $273k 11k 24.41

More positions owned by Cypress Financial Planning

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

View all positions for Cypress Financial Planning

Top funds holding Innovator Etfs Tr

Ferguson Shapiro
Kfg Wealth Management
Raymond James & Associates
We Are One Seven
Steward Partners Investment Advisory
Berson & Corrado Investment Advisors
Snowden Capital Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Cambridge Investment Research Advisors
Cypress Financial Planning
Commonwealth Equity Services
Straight Path Wealth Management
Diligent Investors
Capital Investment Advisory Services

View all funds holding Innovator Etfs Tr