Who owns INNOVATOR ETFS TR?
- Ticker: BALT
- CUSIP Number: 45783y855
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Analyze quarterly positions in Innovator Etfs Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold INNOVATOR ETFS TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wealthquest | 2.1M | $63M | 50% | Sep 2024 |
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Envestnet Asset Management | 1.7M | $53M | 2% | Sep 2024 |
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Kingsview Wealth Management | 1.7M | $51M | 670% | Sep 2024 |
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Advisor Group Holdings | 1.3M | $41M | 85% | Sep 2024 |
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Commonwealth Equity Services | 1.1M | $33M | 76% | Sep 2024 |
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Brookstone Capital Management | 624k | $19M | -2% | Sep 2024 |
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Crown Wealth Group | 620k | $19M | 125% | Sep 2024 |
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Cetera Investment Advisers | 565k | $17M | -15% | Jun 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 535k | $17M | -12% | Sep 2024 |
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Raymond James Financial Services Advisors | 492k | $15M | 144% | Sep 2024 |
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Wealthcare Advisory Partners | 406k | $13M | 58% | Sep 2024 |
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Sunbelt Securities | 383k | $12M | 0% | Sep 2024 |
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Centaurus Financial | 368k | $11M | 13% | Sep 2024 |
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Personal Cfo Solutions | 304k | $9.1M | 5% | Jun 2024 |
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Kestra Advisory Services | 278k | $8.6M | 18% | Sep 2024 |
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Mutual Advisors | 244k | $7.6M | -30% | Sep 2024 |
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CRA Financial Services | 236k | $7.3M | 9% | Sep 2024 |
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Foundations Investment Advisors | 219k | $6.8M | 136% | Sep 2024 |
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Woodard & Co Asset Management Group | 207k | $6.4M | 3346% | Sep 2024 |
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Dominguez Wealth Management Solutions | 202k | $6.2M | -4% | Sep 2024 |
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Financial Designs Corp | 180k | $5.6M | -2% | Sep 2024 |
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Atria Wealth Solutions | 166k | $5.1M | 5% | Sep 2024 |
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Sigma Planning | 147k | $4.5M | 39% | Sep 2024 |
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Raymond James & Associates | 138k | $4.3M | 10% | Sep 2024 |
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CWM | 135k | $4.2M | 26096% | Sep 2024 |
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Harbour Investments | 133k | $4.1M | 13% | Sep 2024 |
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BCJ Capital Management | 123k | $3.7M | -4% | Jun 2024 |
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Visionary Wealth Advisors | 113k | $3.5M | 9% | Sep 2024 |
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Pensionmark Financial Group | 112k | $3.5M | 17% | Sep 2024 |
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Townsquare Capital | 104k | $3.2M | 100% | Sep 2024 |
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Milestone Asset Management | 104k | $3.2M | 18% | Sep 2024 |
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Glen Eagle Advisors | 98k | $3.0M | 100% | Sep 2024 |
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Oliver Lagore Vanvalin Investment Group | 92k | $2.8M | 22% | Sep 2024 |
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Core Wealth Advisors | 92k | $2.8M | 12% | Sep 2024 |
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Capstone Triton Financial Group | 83k | $2.6M | -1% | Sep 2024 |
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RFG Advisory | 73k | $2.2M | 6% | Sep 2024 |
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Chris Bulman | 71k | $2.2M | 7% | Sep 2024 |
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Financial Advisory Corp | 71k | $2.2M | -2% | Sep 2024 |
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Comprehensive Financial Consultants Institutional | 69k | $2.1M | 14% | Sep 2024 |
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Cambridge Investment Research Advisors | 67k | $2.1M | -63% | Sep 2024 |
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Silver Oak Securities | 65k | $2.0M | 18% | Sep 2024 |
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SFMG Wealth Advisors | 65k | $2.0M | 0% | Sep 2024 |
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Cannon Advisors | 62k | $1.9M | 100% | Sep 2024 |
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RiverTree Advisors | 60k | $1.9M | -4% | Sep 2024 |
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Integral Investment Advisors | 58k | $1.7M | -64% | Jun 2024 |
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Signature Estate and Investment Advisors | 55k | $1.7M | 33% | Sep 2024 |
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Arkadios Wealth Advisors | 50k | $1.6M | 37% | Sep 2024 |
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Mml Investors Services | 49k | $1.5M | 19% | Sep 2024 |
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Main Street Financial Solutions | 48k | $1.5M | 0% | Sep 2024 |
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We Are One Seven | 48k | $1.5M | -16% | Sep 2024 |
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Beacon Pointe Advisors | 47k | $1.5M | 3% | Sep 2024 |
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Compass Advisory Group | 47k | $1.4M | 0% | Sep 2024 |
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Long Island Wealth Management | 46k | $1.4M | -1% | Jun 2024 |
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Miracle Mile Advisors | 45k | $1.4M | 0% | Sep 2024 |
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BCS Wealth Management | 42k | $1.3M | 4% | Sep 2024 |
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CoreCap Advisors | 40k | $1.2M | -3% | Sep 2024 |
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Comprehensive Portfolio Management | 37k | $1.1M | -54% | Sep 2024 |
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Mariner Wealth Advisors | 36k | $1.1M | -39% | Sep 2024 |
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O'shaughnessy Asset Management | 35k | $1.1M | 42290% | Sep 2024 |
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Capital Investment Advisory Services | 35k | $1.1M | 138% | Sep 2024 |
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Diversify Advisory Services | 35k | $1.1M | 0% | Sep 2024 |
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Madison Wealth Partners | 34k | $1.1M | 1% | Sep 2024 |
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HighTower Advisors | 34k | $1.0M | 0% | Jun 2024 |
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Goss Wealth Management | 33k | $976k | 109% | Jun 2024 |
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LPL Financial | 27k | $824k | 57% | Sep 2024 |
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Resources Investment Advisors | 25k | $771k | 4% | Sep 2024 |
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SWMG | 25k | $777k | 100% | Sep 2024 |
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Focus Financial Network | 24k | $744k | 53% | Sep 2024 |
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U.S. Capital Wealth Advisors | 24k | $736k | -4% | Sep 2024 |
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Lakeview Capital Partners | 24k | $733k | 34% | Sep 2024 |
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Merit Financial Group | 24k | $732k | 46% | Sep 2024 |
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Vantage Financial Partners | 23k | $706k | 4% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23k | $693k | 10% | Sep 2024 |
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Wealth Enhancement Advisory Services | 22k | $649k | 16% | Jun 2024 |
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Strategic Blueprint | 21k | $653k | 32% | Sep 2024 |
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Stratos Wealth Advisors | 20k | $601k | 1% | Sep 2024 |
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O'Connor Financial Group | 18k | $557k | 5% | Sep 2024 |
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Capasso Planning Partners | 18k | $547k | 7% | Sep 2024 |
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Pine Harbor Wealth Management | 18k | $539k | -21% | Sep 2024 |
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Advisory Services Network | 17k | $519k | 0% | Sep 2024 |
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Ausdal Financial Partners | 17k | $525k | 42% | Sep 2024 |
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First Heartland Consultants | 16k | $498k | 63% | Sep 2024 |
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Wealth Advisory Solutions | 15k | $449k | -1% | Sep 2024 |
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Orion Portfolio Solutions | 14k | $435k | 100% | Sep 2024 |
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HBW Advisory Services | 14k | $427k | 100% | Sep 2024 |
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WorthPointe | 14k | $424k | 5% | Sep 2024 |
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ACT Advisors | 13k | $413k | 100% | Sep 2024 |
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Gallagher Fiduciary Advisors | 13k | $410k | 100% | Sep 2024 |
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Creative Planning | 13k | $409k | 100% | Sep 2024 |
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Smith, Moore & Co. | 13k | $395k | 8% | Sep 2024 |
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Fermata Advisors | 13k | $386k | 86% | Sep 2024 |
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Arete Wealth Advisors | 12k | $375k | 20% | Sep 2024 |
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Hanson McClain Advisors | 12k | $374k | 6% | Sep 2024 |
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Encompass More Asset Management | 11k | $349k | 44% | Sep 2024 |
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Vista Investment Management | 11k | $318k | -2% | Jun 2024 |
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Claro Advisors | 11k | $325k | 0% | Sep 2024 |
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Maia Wealth | 10k | $311k | -3% | Sep 2024 |
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Ronald Blue Trust | 10k | $300k | -4% | Sep 2024 |
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Eqis Capital Management | 9.1k | $281k | -4% | Sep 2024 |
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Goldman Sachs Group | 9.0k | $270k | 100% | Jun 2024 |
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Continuum Advisory | 8.2k | $255k | 57% | Sep 2024 |
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Vestia Personal Wealth Advisors | 8.1k | $248k | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 8.0k | $248k | -17% | Sep 2024 |
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Proequities | 8.0k | $246M | 44% | Sep 2024 |
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Prospera Financial Services | 7.7k | $237k | 0% | Sep 2024 |
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Gladstone Institutional Advisory | 7.6k | $234k | 100% | Sep 2024 |
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Signal Advisors Wealth | 7.5k | $231k | 100% | Sep 2024 |
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H D Vest Advisory Services | 7.4k | $222k | 100% | Jun 2024 |
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Souders Financial Advisors | 7.2k | $223k | 0% | Sep 2024 |
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Continuum Wealth Advisors | 6.5k | $201k | 100% | Sep 2024 |
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Bank of America Corporation | 6.0k | $184k | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 5.2k | $157k | -22% | Jun 2024 |
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Steward Partners Investment Advisory | 5.2k | $157k | 55% | Jun 2024 |
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Legacy Investment Solutions | 2.7k | $83k | 100% | Sep 2024 |
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Legacy Wealth Managment | 2.7k | $83k | 100% | Sep 2024 |
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Emerald Investment Partners | 2.6k | $81k | 100% | Sep 2024 |
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GHP Investment Advisors | 2.5k | $77k | 0% | Sep 2024 |
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Clear Point Advisors | 1.0k | $31k | 0% | Sep 2024 |
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Principal Securities | 954.00 | $29k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 531.00 | $16k | -24% | Sep 2024 |
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Huntington National Bank | 424.00 | $13k | 100% | Sep 2024 |
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Global Retirement Partners | 385.00 | $12k | 0% | Sep 2024 |
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Assetmark | 140.00 | $4.3k | 100% | Sep 2024 |
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Stuart Chaussee & Associates | 100.00 | $3.0k | 100% | Jun 2024 |
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DHJJ Financial Advisors | 40.00 | $1.2k | 0% | Sep 2024 |
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Who sold out of Innovator Etfs Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Balyasny Asset Management | Mar 2024 | 165k | $4.8M |
Morgan Stanley | Mar 2024 | 113k | $3.3M |
Delta Investment Management | Mar 2024 | 104k | $3.0M |
Regal Investment Advisors | Jun 2024 | 31k | $920k |
Rockefeller Capital Management | Mar 2024 | 11k | $315k |
Citadel Advisors | Jun 2024 | 11k | $322k |
Waller Financial Planning Group | Jun 2024 | 8.0k | $240k |
Kestra Private Wealth Services | Jun 2024 | 7.4k | $221k |
Level Four Advisory Services | Mar 2024 | 7.2k | $204k |
Triad Wealth Partners | Jun 2024 | 2.2k | $65k |
Ashton Thomas Private Wealth | Jun 2024 | 1.1k | $32k |
Orion Capital Management | Mar 2024 | 246.00 | $7.2k |
Financial Gravity Wealth | Mar 2024 | 190.00 | $5.5k |