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

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

Historical chart of Cape Investment Advisory 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 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 pwr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 47k 37.47
2024-03-31 $1.7M 47k 36.50
2023-12-31 $1.7M 49k 34.76
2023-09-30 $1.6M 49k 32.40
2023-06-30 $1.2M 38k 32.71
2023-03-31 $1.2M 38k 30.68

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View all positions for Cape Investment Advisory

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Penserra Capital Management
Brookstone Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
Joseph Group Capital Management
Kestra Advisory Services
Kovitz Investment Group Partners
MBL Wealth
HighTower Advisors
West Michigan Advisors
Beacon Pointe Advisors

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