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Innovator Etfs Tr shares owned by Arq Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Arq Wealth Advisors from 13F filings

Historical chart of Arq Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.6M 241k 31.38
2025-03-31 $7.6M 241k 31.38

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American Centy Etf Tr Us Eqt Etf (AVUS)
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Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Global X Fds Adaptive Us (AUSF)
Dbx Etf Tr Xtrack Msci All (DBAW)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Arq Wealth Advisors

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
Brookstone Capital Management
Kingsview Wealth Management
Lee Johnson Capital Management
Compass Advisory Group
CWM
AE Wealth Management

View all funds holding Innovator Etfs Tr