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Innovator Etfs Tr shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $29k 1.0k 29.26
2023-12-31 $29k 1.0k 28.57

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Schwab Us Large Cap Growth Etf Uie (SCHG)
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Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
Spdr S&p Midcap 400 Etf Uie (MDY)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
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Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

Top funds holding Innovator Etfs Tr

Envestnet Asset Management
Wealthquest
Advisor Group Holdings
Cetera Investment Advisers
Brookstone Capital Management
Crown Wealth Group
Milestone Asset Management
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Centaurus Financial
Sunbelt Securities
Lincoln National
Personal Cfo Solutions
Wealthcare Advisory Partners
Kingsview Wealth Management

View all funds holding Innovator Etfs Tr