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Innovator Etfs Tr shares owned by APCM Wealth Management for Individuals

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

Historical chart of APCM Wealth Management for Individuals investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 6.9k 33.51
2025-09-30 $227k 6.9k 32.82

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Flexshares Tr Stoxx Globr Inf (NFRA)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust State Street Spd (SHM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Abrdn Etfs Bbrg All Commdy (BCD)

View all positions for APCM Wealth Management for Individuals

Top funds holding Innovator Etfs Tr

Advisor Group Holdings
Wealthquest
Raymond James Financial
Cetera Investment Advisers
Foundations Investment Advisors
Envestnet Asset Management
Commonwealth Equity Services
CLS Investments
Kingsview Wealth Management
Reliant Wealth Planning
Crown Wealth Group
Brookstone Capital Management
Lee Johnson Capital Management
Compass Advisory Group
CWM

View all funds holding Innovator Etfs Tr