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Innovator Etfs Tr shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 7.3k 33.51

More positions owned by Collaborative Wealth Managment

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (HYMB)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
Foundations Investment Advisors
Envestnet Asset Management
Commonwealth Equity Services
CLS Investments
Kingsview Wealth Management
Reliant Wealth Planning
Crown Wealth Group
Brookstone Capital Management
Lee Johnson Capital Management
Compass Advisory Group
CWM

View all funds holding Innovator Etfs Tr