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Innovator Etfs Tr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (ZALT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $29M 897k 31.88
2025-06-30 $23M 739k 30.80
2025-03-31 $25M 831k 29.77
2024-12-31 $13M 435k 29.76
2024-09-30 $12M 401k 29.25
2024-06-30 $5.4M 189k 28.35
2024-03-31 $1.8M 67k 27.41

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Microsoft Corp Stock (MSFT)
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Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Hollencrest Securities
Captrust Financial Advisors
Grant Street Asset Management
Raymond James Financial
Pitti Group Wealth Management
Goss Wealth Management
Central Valley Advisors
CRA Financial Services
Centaurus Financial
Commonwealth Equity Services
D.B. Root & Company
Ptm Wealth Management
Pallas Capital Advisors

View all funds holding Innovator Etfs Tr