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Innovator Etfs Tr shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 413k 28.57
2023-09-30 $10M 370k 27.80
2023-06-30 $9.4M 336k 27.89
2023-03-31 $8.8M 325k 27.23
2022-12-31 $7.5M 281k 26.59
2022-09-30 $8.0M 312k 25.79

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Vanguard World Fds Comm Srvc Etf (VOX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Crown Wealth Group

Top funds holding Innovator Etfs Tr

Foundations Investment Advisors
Kingsview Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Milestone Asset Management
Crown Wealth Group
Sunbelt Securities
Centaurus Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Balyasny Asset Management
Wealthquest
Commonwealth Equity Services
Lincoln National
Wealthcare Advisory Partners
CRA Financial Services

View all funds holding Innovator Etfs Tr