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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
CRA Financial Services
Advisor Group Holdings
Commonwealth Equity Services
D.B. Root & Company
Raymond James Financial Services Advisors
Advisory Services Network
Capasso Planning Partners
Brookstone Capital Management
Lincoln National
Citadel Advisors
Wealth Enhancement Advisory Services
Harbour Investments

View all funds holding Innovator Etfs Tr