Innovator Etfs Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Innovator Etfs Tr
Tip: Access up to 7 years of quarterly data
All positions including Innovator Etfs Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Innovator Etfs Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 541k | 32.82 |
| 2025-06-30 | $16M | 494k | 32.08 |
| 2025-03-31 | $5.6M | 180k | 31.38 |
| 2024-12-31 | $478k | 15k | 31.42 |
| 2023-12-31 | $4.8M | 166k | 28.78 |
| 2023-09-30 | $2.2M | 79k | 27.80 |
| 2023-06-30 | $2.5M | 91k | 27.89 |
| 2023-03-31 | $3.8M | 140k | 27.23 |
| 2022-12-31 | $4.1M | 156k | 26.59 |
| 2022-09-30 | $4.8M | 187k | 25.79 |
| 2022-06-30 | $418k | 16k | 25.81 |
| 2021-12-31 | $490k | 19k | 25.93 |