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Innovator Etfs Tr shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $64k 1.2k 53.96

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood 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