Capasso Planning Partners »

Innovator Etfs Trust Us Equity Accl 9 Buf shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Innovator Etfs Trust Us Equity Accl 9 Buf (XBJA) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Innovator Etfs Trust Us Equity Accl 9 Buf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust Us Equity Accl 9 Buf held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Trust Us Equity Accl 9 Buf by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 135k 26.97
2023-12-31 $3.4M 130k 25.76

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding Innovator Etfs Trust Us Equity Accl 9 Buf

Sterling Financial Planning
Steward Partners Investment Advisory
Commonwealth Equity Services
First Commonwealth Financial Corporation
Capasso Planning Partners
Centaurus Financial
Brookstone Capital Management
Advisor Group Holdings
Cambridge Investment Research Advisors
Blue Bell Private Wealth Management
Sunbelt Securities
Snowden Capital Advisors
Kestra Advisory Services
SageView Advisory Group
Change Path

View all funds holding Innovator Etfs Trust Us Equity Accl 9 Buf