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Innovator Etfs Tr shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Brown 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 144k 32.82
2025-06-30 $4.3M 134k 32.08
2025-03-31 $4.2M 134k 31.38
2024-12-31 $4.3M 138k 31.42
2024-09-30 $3.2M 104k 30.83

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Innovator Etfs Trust Power Buffer Set (PSTP)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

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
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kingsview Wealth Management
Lee Johnson Capital Management
Brookstone Capital Management
Compass Advisory Group
Kure Advisory

View all funds holding Innovator Etfs Tr