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Innovator Etfs Tr s&p 500 pwr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 89k 40.48
2024-06-30 $4.2M 107k 38.85
2024-03-31 $4.6M 121k 37.98
2023-12-31 $4.4M 121k 36.19
2023-09-30 $4.1M 121k 33.70
2023-06-30 $3.2M 95k 34.22
2023-03-31 $350k 11k 31.64

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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