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Innovator Etfs Tr shares owned by Bellars Harris Wealth Management

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

Historical chart of Bellars Harris Wealth Management investment in Innovator Etfs Tr

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All positions including Innovator Etfs Tr held by Bellars Harris 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 Bellars Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $15M 426k 34.27

More positions owned by Bellars Harris Wealth Management

Caterpillar (CAT)
Innovator Defined Wealth Shld Etf Defined Wlt Shld (BALT)
Cisco Systems (CSCO)
JPMorgan Chase & Co. (JPM)
Johnson Controls Internation SHS (JCI)
Welltower Inc Com reit (WELL)
Williams Companies (WMB)
American Electric Power Company (AEP)
Bank of New York Mellon Corporation (BNY)
Merck & Co (MRK)
NiSource (NI)
Broadcom (AVGO)
Cummins (CMI)
Loews Corporation (L)
Duke Energy Corporation Com New (DUK)

View all positions for Bellars Harris Wealth Management

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr