Beacon Financial Advisory »

Innovator Etfs Tr shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr (KAPR) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 11k 32.46
2024-06-30 $239k 7.8k 30.80

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Value Line Divid In SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr

Personal Cfo Solutions
Commonwealth Equity Services
ODonnell Financial Services
Advisor Group Holdings
Cetera Investment Advisers
Tradition Wealth Management
Raymond James Financial Services Advisors
William Blair $ Company
Kestra Advisory Services
Catalina Capital Group
SageView Advisory Group
Cambridge Investment Research Advisors
Valtinson Bruner Financial Planning
First Commonwealth Financial Corporation
Berson & Corrado Investment Advisors

View all funds holding Innovator Etfs Tr