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Innovator Etfs Tr russell 2000 p shares owned by Compass Financial

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KOCT) shares owned by Compass Financial from 13F filings

Historical chart of Compass Financial investment in Innovator Etfs Tr russell 2000 p

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All positions including Innovator Etfs Tr russell 2000 p held by Compass Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr russell 2000 p by Compass Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 243k 33.02
2025-06-30 $7.7M 254k 30.50
2025-03-31 $7.4M 254k 29.27
2024-12-31 $7.8M 254k 30.57
2024-09-30 $7.9M 260k 30.36

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Dimensional Etf Trust National Municip (DFNM)
Innovator Etfs Tr russell 2000 p (KOCT)
Dimensional Etf Trust (DFAE)
Capital Group Core Plus Inco (CGCP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)
SPDR DJ Wilshire Large Cap (SPLG)

View all positions for Compass Financial

Top funds holding Innovator Etfs Tr russell 2000 p

Compass Financial
Advisor Group Holdings
Valtinson Bruner Financial Planning
Cetera Investment Advisers
Commonwealth Equity Services
Branch Banking & Trust Company
Global Strategic Investment Solutions
Envestnet Asset Management
SageView Advisory Group
LPL Financial
DHJJ Financial Advisors
Colony
Crown Wealth Group
HighTower Advisors
Blue Bell Private Wealth Management

View all funds holding Innovator Etfs Tr russell 2000 p