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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
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)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Advisor Group Holdings
AE Wealth Management
SageView Advisory Group
Penserra Capital Management
Wealth Enhancement Advisory Services
HighTower Advisors
Commonwealth Equity Services
Jane Street
Delta Investment Management
Raymond James Financial Services Advisors
Miracle Mile Advisors
BKD Wealth Advisors
Cambridge Investment Research Advisors
Strategic Wealth Partners

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