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Innovator Etfs Tr shares owned by CWM

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

Historical chart of CWM investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 682k 32.82
2025-06-30 $22M 672k 32.08
2025-03-31 $15M 463k 31.38
2024-12-31 $6.9M 219k 31.42
2024-09-30 $4.2M 135k 30.83
2024-06-30 $15k 516 29.07

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View all positions for CWM

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