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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
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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View all positions for Captrust Financial Advisors

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr