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Innovator Etfs Tr shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Innovator Etfs Tr (ZALT) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr 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 Etfs Tr by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 53k 27.41
2023-12-31 $1.3M 50k 26.59

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 Tr

Wealthquest
Woodard & Co Asset Management Group
CRA Financial Services
Captrust Financial Advisors
Raymond James Financial Services Advisors
Commonwealth Equity Services
Centaurus Financial
D.B. Root & Company
Foundations Investment Advisors
Kestra Advisory Services
Comprehensive Financial Consultants Institutional
Raymond James & Associates
Mutual Advisors
Ameritas Advisory Services
Brookstone Capital Management

View all funds holding Innovator Etfs Tr