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Innovator Etfs Tr shares owned by Elmwood Wealth Management

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

Historical chart of Elmwood Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 11k 32.82
2025-06-30 $359k 11k 32.08
2025-03-31 $352k 11k 31.38
2021-12-31 $78k 3.0k 26.00

More positions owned by Elmwood Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Innovator Etfs Trust Innovator Deepw (LOUP)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Elmwood Wealth Management

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