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

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

Historical chart of Cape Investment Advisory 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 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 pwretf by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 51k 38.29
2024-03-31 $1.9M 51k 37.49
2023-12-31 $1.9M 53k 36.12
2023-09-30 $1.2M 35k 33.96
2023-06-30 $1.1M 32k 33.47
2023-03-31 $1.0M 32k 31.63

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View all positions for Cape Investment Advisory

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
BKD Wealth Advisors
Raymond James Financial Services Advisors
Stephens
Envestnet Asset Management
Motiv8 Investments
Global Strategic Investment Solutions
Captrust Financial Advisors
HighTower Advisors
LPL Financial
BCJ Capital Management

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