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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 $1.0M 3.9k 262.06
2024-06-30 $317k 11k 30.03

More positions owned by Claro Advisors

Lazard Ltd Shs -a - (LAZ)
Ark Etf Tr Innovation Etf (ARKK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Ishares Tr Global Reit Etf (REET)
Ishares Tr National Mun Etf (MUB)
Mainstay Cbre Global (MEGI)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr High Yld Systm B (HYDB)
Iron Mountain (IRM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microchip Technology (MCHP)
Klaviyo Com Ser A (KVYO)

View all positions for Claro Advisors

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr