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Innovator Etfs Tr s&p 500 pwretf shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Innovator Etfs Tr s&p 500 pwretf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwretf held by Capasso Planning Partners 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 pwretf by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $295k 7.1k 41.30
2025-03-31 $2.8M 71k 38.85
2024-12-31 $2.8M 71k 39.57

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Capasso Planning Partners

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Steward Partners Investment Advisory
Penserra Capital Management
HPM Partners
Advisor Group Holdings
Commonwealth Equity Services
Envestnet Asset Management
Raymond James Financial
LPL Financial
Wealth Enhancement Advisory Services
Kovitz Investment Group Partners
Janney Montgomery Scott
Stephens
CoreCap Advisors
HighTower Advisors

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