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
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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 |
|---|---|---|---|
| 2025-06-30 | $1.5M | 36k | 41.30 |
| 2025-03-31 | $1.7M | 43k | 38.85 |
| 2024-12-31 | $1.7M | 43k | 39.57 |
| 2024-09-30 | $1.7M | 44k | 38.95 |
| 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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