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Innovator Etfs Tr shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $431k 13k 32.70
2024-09-30 $539k 17k 32.46

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View all positions for EP Wealth Advisors

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr