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
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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 |
|---|---|---|---|
| 2025-09-30 | $637k | 19k | 32.82 |
| 2025-06-30 | $5.2M | 163k | 32.08 |
| 2025-03-31 | $4.3M | 136k | 31.38 |
| 2024-12-31 | $3.5M | 110k | 31.42 |
| 2024-09-30 | $2.8M | 92k | 30.83 |
| 2024-06-30 | $2.5M | 83k | 30.03 |
| 2024-03-31 | $393k | 13k | 29.26 |