Claro Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 33k 32.82
2025-06-30 $956k 30k 32.08
2025-03-31 $866k 28k 31.38
2024-12-31 $535k 17k 31.42
2024-09-30 $325k 11k 30.83
2024-06-30 $317k 11k 30.03

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)

View all positions for Claro 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