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Innovator Etfs Tr shares owned by Carter Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Innovator Etfs Tr

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All positions including Innovator Etfs Tr held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.3M 242k 34.27

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View all positions for Carter Financial Group

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr