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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
2025-06-30 $285k 8.8k 32.39
2025-03-31 $284k 9.2k 30.85
2024-12-31 $431k 13k 32.70
2024-09-30 $539k 17k 32.46

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

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