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Innovator Etfs Tr s&p 500 pwr shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Innovator Etfs Tr s&p 500 pwr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $198k 5.1k 38.85
2024-03-31 $193k 5.1k 37.98
2023-12-31 $184k 5.1k 36.19
2023-09-30 $64k 1.9k 33.70
2023-06-30 $41k 1.2k 34.22
2023-03-31 $38k 1.2k 31.64

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View all positions for Cape Investment Advisory

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Janney Montgomery Scott
Raymond James Financial Services Advisors
Kestra Advisory Services
William Blair $ Company
Envestnet Asset Management
Legacy CG
HighTower Advisors
BKD Wealth Advisors
Kovitz Investment Group Partners
Motiv8 Investments

View all funds holding Innovator Etfs Tr s&p 500 pwr