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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Top investors of Innovator Etfs Tr stock
Who bought or sold INNOVATOR ETFS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Foundations Investment Advisors | 2.9M | $83M | 100% | Dec 2023 |
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| Kingsview Wealth Management | 1.3M | $37M | 43% | Dec 2023 |
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| Advisor Group Holdings | 726k | $21M | -31% | Dec 2023 |
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| Brookstone Capital Management | 665k | $20M | -9% | Mar 2024 |
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| Milestone Asset Management | 427k | $13M | -85% | Mar 2024 |
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| Crown Wealth Group | 413k | $12M | 12% | Dec 2023 |
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| Sunbelt Securities | 377k | $11M | 17% | Mar 2024 |
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| Centaurus Financial | 374k | $11M | 8% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 352k | $10M | 41% | Dec 2023 |
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| Balyasny Asset Management | 333k | $9.5M | 100% | Dec 2023 |
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| Wealthquest | 316k | $9.0M | 276% | Dec 2023 |
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| Commonwealth Equity Services | 284k | $8.1M | 7% | Dec 2023 |
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| Lincoln National | 247k | $7.1M | 41% | Dec 2023 |
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| Wealthcare Advisory Partners | 245k | $7.2M | 0% | Mar 2024 |
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| CRA Financial Services | 209k | $6.1M | -5% | Mar 2024 |
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| Dominguez Wealth Management Solutions | 197k | $5.8M | 2% | Mar 2024 |
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| Financial Designs Corp | 193k | $5.6M | 2% | Mar 2024 |
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| AE Wealth Management | 166k | $4.8M | 109% | Dec 2023 |
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| Integral Investment Advisors | 158k | $4.5M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 156k | $4.6M | 12% | Mar 2024 |
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| Mariner Wealth Advisors | 133k | $3.8M | -24% | Dec 2023 |
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| We Are One Seven | 124k | $3.5M | 2% | Dec 2023 |
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| Sigma Planning | 119k | $3.4M | -61% | Dec 2023 |
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| Miracle Mile Advisors | 104k | $3.1M | -5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 104k | $3.0M | 50% | Mar 2024 |
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| Raymond James & Associates | 102k | $3.0M | 101% | Mar 2024 |
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| Capstone Triton Financial Group | 100k | $2.9M | -2% | Mar 2024 |
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| Atria Wealth Solutions | 78k | $2.2M | 13% | Dec 2023 |
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| Comprehensive Portfolio Management | 78k | $2.3M | 100% | Mar 2024 |
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| Pensionmark Financial Group | 78k | $2.2M | 0% | Dec 2023 |
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| Kestra Advisory Services | 75k | $2.2M | 8% | Dec 2023 |
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| Financial Advisory Corp | 75k | $2.2M | 11% | Mar 2024 |
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| SFMG Wealth Advisors | 66k | $1.9M | -1% | Dec 2023 |
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| RiverTree Advisors | 65k | $1.9M | -3% | Mar 2024 |
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| RFG Advisory | 63k | $1.9M | -73% | Mar 2024 |
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| Dfpg Investments | 62k | $1.8M | 0% | Dec 2023 |
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| Capital Analysts | 61k | $1.8M | -28% | Dec 2023 |
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| Capasso Planning Partners | 59k | $1.7M | 17% | Mar 2024 |
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| Delta Investment Management | 57k | $1.6M | 64% | Dec 2023 |
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| Compass Advisory Group | 54k | $1.5M | -14% | Dec 2023 |
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| Kestra Private Wealth Services | 49k | $1.4M | 28% | Dec 2023 |
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| Main Street Financial Solutions | 48k | $1.4M | 0% | Mar 2024 |
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| Visionary Wealth Advisors | 44k | $1.3M | -2% | Dec 2023 |
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| Harbour Investments | 44k | $1.3M | 32% | Dec 2023 |
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| BCS Wealth Management | 42k | $1.2M | -9% | Dec 2023 |
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| Long Island Wealth Management | 39k | $1.1M | 100% | Dec 2023 |
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| HighTower Advisors | 34k | $976k | 4% | Dec 2023 |
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| BCJ Capital Management | 34k | $960k | 30% | Dec 2023 |
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| Cedar Brook Financial Partners | 33k | $952k | 60% | Mar 2024 |
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| Beacon Pointe Advisors | 32k | $913k | -14% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 29k | $841k | 12% | Dec 2023 |
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| CoreCap Advisors | 29k | $835k | 100% | Dec 2023 |
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| Jane Street | 29k | $822k | 100% | Dec 2023 |
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| Triumph Capital Management | 25k | $728k | 100% | Mar 2024 |
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| Silver Oak Securities | 25k | $706k | 100% | Dec 2023 |
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| Vantage Financial Partners | 22k | $631k | 0% | Dec 2023 |
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| Pine Harbor Wealth Management | 20k | $576k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 19k | $544k | 100% | Mar 2024 |
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| Stratos Wealth Advisors | 17k | $498k | 3% | Mar 2024 |
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| Feltz Wealth PLAN | 15k | $434k | -5% | Dec 2023 |
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| Comprehensive Financial Consultants Institutional | 15k | $433k | 100% | Dec 2023 |
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| Wealth Advisory Solutions | 15k | $430k | 100% | Mar 2024 |
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| Strategic Blueprint | 13k | $369k | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12k | $341k | 100% | Dec 2023 |
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| Koshinski Asset Management | 12k | $329k | 51% | Dec 2023 |
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| Citadel Advisors | 11k | $318k | 100% | Dec 2023 |
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| Ronald Blue Trust | 11k | $309k | 0% | Dec 2023 |
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| Vista Investment Management | 11k | $307k | -59% | Dec 2023 |
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| Rockefeller Capital Management | 11k | $307k | -64% | Dec 2023 |
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| Madison Wealth Partners | 9.7k | $276k | 100% | Dec 2023 |
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| Encompass More Asset Management | 9.4k | $270k | 100% | Dec 2023 |
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| Level Four Advisory Services | 7.2k | $204k | 100% | Dec 2023 |
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| Fermata Advisors | 6.9k | $203k | -15% | Mar 2024 |
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| Benjamin F. Edwards & Company | 6.7k | $192k | -81% | Dec 2023 |
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| Steward Partners Investment Advisory | 4.4k | $127k | 100% | Dec 2023 |
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| GHP Investment Advisors | 2.5k | $73k | 0% | Mar 2024 |
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| Proequities | 805.00 | $23M | 124% | Dec 2023 |
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| Principal Securities | 754.00 | $22k | 100% | Dec 2023 |
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| Orion Capital Management | 246.00 | $7.0k | 100% | Dec 2023 |
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| UBS Group | 172.00 | $4.9k | -100% | Dec 2023 |
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| Jpmorgan Chase & Co | 100.00 | $2.9k | -100% | Dec 2023 |
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| DHJJ Financial Advisors | 40.00 | $1.2k | 0% | Mar 2024 |
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| Capital Investment Advisory Services | 40.00 | $1.2k | 0% | Mar 2024 |
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Who sold out of Innovator Etfs Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Janney Montgomery Scott | Sep 2023 | 51k | $1.4M |
| Townsquare Capital | Sep 2023 | 26k | $724k |
| IFP Advisors | Sep 2023 | 13k | $347k |
| Independent Wealth Network | Dec 2023 | 9.4k | $270k |
| Gts Securities | Sep 2023 | 8.5k | $237k |
| Pallas Capital Advisors | Dec 2023 | 7.3k | $209k |
| Penserra Capital Management | Sep 2023 | 262.00 | $7.0k |
| Harbor Investment Advisory | Dec 2023 | 212.00 | $6.1k |