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Innovator Etfs Tr shares owned by Claro Advisors

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

Historical chart of Claro Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 11k 30.83
2024-06-30 $317k 11k 30.03

More positions owned by Claro Advisors

Klaviyo Com Ser A (KVYO)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)

View all positions for Claro Advisors

Top funds holding Innovator Etfs Tr

Envestnet Asset Management
Kingsview Wealth Management
Wealthquest
Advisor Group Holdings
Commonwealth Equity Services
Brookstone Capital Management
Crown Wealth Group
Cetera Investment Advisers
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Raymond James Financial Services Advisors
Wealthcare Advisory Partners
Sunbelt Securities
Centaurus Financial
Personal Cfo Solutions
Kestra Advisory Services

View all funds holding Innovator Etfs Tr