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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
2024-03-31 $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)
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 Accl-quart

Cambridge Investment Research Advisors
Andina Capital Management
Cetera Investment Advisers
Authentikos Wealth Advisory
SFMG Wealth Advisors
Vestia Personal Wealth Advisors
SRS Capital Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Brookstone Capital Management
Susquehanna International
Old Mission Capital
CWM
Brown Wealth Management
Chicago Partners Investment

View all funds holding Innovator Us Eqy Accl-quart