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Innovator Etfs Tr shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 87k 33.51

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

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