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Innovator Etfs Tr shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Innovator Etfs Tr

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All positions including Innovator Etfs Tr held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 60k 32.82
2025-06-30 $1.9M 59k 32.08
2025-03-31 $1.8M 58k 31.38
2024-12-31 $1.8M 58k 31.42

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View all positions for Comprehensive Financial Planning

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