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Innovator Us Eqy Accl-quart shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Innovator Us Eqy Accl-quart (XDSQ) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Innovator Us Eqy Accl-quart

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All positions including Innovator Us Eqy Accl-quart held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Us Eqy Accl-quart by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $972k 28k 35.08
2024-06-30 $1.6M 48k 33.20
2024-03-31 $1.5M 49k 31.26
2023-12-31 $1.3M 45k 29.60

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)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

Top funds holding Innovator Us Eqy Accl-quart

Cambridge Investment Research Advisors
Andina Capital Management
Advisor Group Holdings
Cetera Investment Advisers
Authentikos Wealth Advisory
SFMG Wealth Advisors
SRS Capital Advisors
Vestia Personal Wealth Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Atria Wealth Solutions
Brookstone Capital Management
Encompass More Asset Management
Capasso Planning Partners
First Commonwealth Financial Corporation

View all funds holding Innovator Us Eqy Accl-quart