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Innovator Etfs Tr shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 146k 32.82
2025-06-30 $4.9M 154k 32.08
2025-03-31 $2.1M 66k 31.38

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
T Rowe Price Etf International Eq (TOUS)
T Rowe Price Etf Floating Rate (TFLR)
T Rowe Price Etf Cap Appreciation (TCAF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Innovator Etfs Trust Defined Wlt Shld (BALT)
T Rowe Price Etf Technology Etf (TTEQ)
Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for 4J Wealth Management

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Commonwealth Equity Services
CLS Investments
Reliant Wealth Planning
Crown Wealth Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kingsview Wealth Management
Lee Johnson Capital Management
Brookstone Capital Management
Compass Advisory Group
Kure Advisory

View all funds holding Innovator Etfs Tr