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Innovator Etfs Tr shares owned by Code Waechter

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

Historical chart of Code Waechter investment in Innovator Etfs Tr

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

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Quarterly reported holdings in Innovator Etfs Tr by Code Waechter

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 131k 32.79
2025-06-30 $3.0M 93k 32.08
2025-03-31 $2.7M 85k 31.38

More positions owned by Code Waechter

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Etf Ser Solutions Aptus Defined (DRSK)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Code Waechter

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