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Innovator Etfs Tr shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 92k 30.83
2024-06-30 $2.5M 83k 30.03
2024-03-31 $393k 13k 29.26

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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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View all positions for Core Wealth Advisors

Top funds holding Innovator Etfs Tr

Envestnet Asset Management
Kingsview Wealth Management
Wealthquest
Advisor Group Holdings
Commonwealth Equity Services
Brookstone Capital Management
Crown Wealth Group
Cetera Investment Advisers
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Raymond James Financial Services Advisors
Wealthcare Advisory Partners
Sunbelt Securities
Centaurus Financial
Personal Cfo Solutions
Kestra Advisory Services

View all funds holding Innovator Etfs Tr