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Innovator Etfs Tr s&p 500 pwr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 35k 34.76
2023-09-30 $1.1M 35k 32.40
2023-06-30 $1.1M 32k 32.71
2023-03-31 $989k 32k 30.68

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 Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
MAI Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
MBL Wealth
Beacon Pointe Advisors
Strategic Wealth Partners
AE Wealth Management
Kestra Advisory Services
Branch Banking & Trust Company

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