Coordinated Financial Services »

Innovator Etfs Tr shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Coordinated Financial Services 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $809k 24k 33.47

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Coordinated Financial Services

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr