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Innovator Etfs Tr shares owned by Consolidated Planning Corp

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

Historical chart of Consolidated Planning Corp investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 377k 32.82
2025-06-30 $12M 367k 32.08

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View all positions for Consolidated Planning Corp

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