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Innovator Etfs Tr shares owned by Central Valley Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Central Valley Advisors from 13F filings

Historical chart of Central Valley Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Central Valley Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 315k 32.82
2025-06-30 $10M 314k 32.08
2025-03-31 $9.8M 311k 31.38
2024-12-31 $9.2M 291k 31.42

More positions owned by Central Valley Advisors

Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Central Valley Advisors

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