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Innovator Us Eqy Acclr 9 Buf Etf shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Innovator Us Eqy Acclr 9 Buf Etf (XBOC) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Innovator Us Eqy Acclr 9 Buf Etf

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Quarterly reported holdings in Innovator Us Eqy Acclr 9 Buf Etf by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $535k 19k 28.73
2023-12-31 $490k 18k 27.86
2023-09-30 $470k 18k 26.25

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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 Us Eqy Acclr 9 Buf Etf

Advisor Group Holdings
Bullseye Investment Management
Blue Bell Private Wealth Management
Centaurus Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Sunbelt Securities
Snowden Capital Advisors
Millington Financial Advisors
Feltz Wealth PLAN
Advisory Services Network
CRA Financial Services
Bank Of Montreal
Capasso Planning Partners
First Commonwealth Financial Corporation

View all funds holding Innovator Us Eqy Acclr 9 Buf Etf