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Innovator Etfs Tr shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $952k 33k 29.26
2023-12-31 $581k 20k 28.61
2023-09-30 $558k 20k 27.80
2023-06-30 $433k 16k 27.89
2023-03-31 $402k 15k 27.23
2022-12-31 $386k 15k 26.59

More positions owned by Cedar Brook Financial Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)

View all positions for Cedar Brook Financial Partners

Top funds holding Innovator Etfs Tr

Foundations Investment Advisors
Kingsview Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Milestone Asset Management
Crown Wealth Group
Sunbelt Securities
Centaurus Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Balyasny Asset Management
Wealthquest
Commonwealth Equity Services
Lincoln National
Wealthcare Advisory Partners
CRA Financial Services

View all funds holding Innovator Etfs Tr