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Innovator Etfs Tr shares owned by CWM

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

Historical chart of CWM investment in Innovator Etfs Tr

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

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Quarterly reported holdings in Innovator Etfs Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 41k 32.47
2024-06-30 $1.2M 38k 30.81
2024-03-31 $1.1M 37k 31.17
2023-12-31 $1.0M 35k 29.18
2023-09-30 $809k 30k 26.76
2023-06-30 $693k 25k 27.56
2023-03-31 $554k 21k 26.60

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View all positions for CWM

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr