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Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf (PMAY) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf 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 S&p 500 Pwr Buffer May s&p 500 pwr buf by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $234k 7.4k 31.47
2023-09-30 $219k 7.4k 29.52
2023-06-30 $222k 7.4k 29.85
2023-03-31 $306k 11k 28.82
2022-06-30 $93k 3.4k 27.35

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 S&p 500 Pwr Buffer May s&p 500 pwr buf

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Raymond James Financial Services Advisors
Gill Capital Partners
Brookstone Capital Management
Lincoln National
Strategic Wealth Partners
Southland Equity Partners
Raymond James & Associates
Kfg Wealth Management
Delta Investment Management
Wealth Enhancement Advisory Services
AE Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf