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
2025-09-30 $365k 11k 34.20
2025-06-30 $346k 11k 32.39
2025-03-31 $330k 11k 30.85
2024-12-31 $349k 11k 32.70
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)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr

Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Tradition Wealth Management
ODonnell Financial Services
Kestra Advisory Services
Red Crane Wealth Management
Berkshire Money Management
William Blair $ Company
Onyx Bridge Wealth Group
First Commonwealth Financial Corporation
Raymond James Financial
Cambridge Investment Research Advisors
LPL Financial
Catalina Capital Group

View all funds holding Innovator Etfs Tr