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Innovator Etfs Tr shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 65k 29.26
2023-12-31 $1.9M 66k 28.57
2023-09-30 $1.9M 67k 27.80
2023-06-30 $2.1M 76k 27.89
2023-03-31 $2.1M 76k 27.23

More positions owned by SFMG Wealth Advisors

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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Expanded Tech (IGV)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SFMG Wealth Advisors

Top funds holding Innovator Etfs Tr

Foundations Investment Advisors
Wealthquest
Advisor Group Holdings
Brookstone Capital Management
Crown Wealth Group
Milestone Asset Management
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Sunbelt Securities
Centaurus Financial
Lincoln National
Balyasny Asset Management
Wealthcare Advisory Partners
Kingsview Wealth Management
CRA Financial Services

View all funds holding Innovator Etfs Tr