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Innovator Etfs Tr shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $386k 13k 30.83
2024-06-30 $203k 6.7k 30.03
2024-03-31 $203k 6.9k 29.26
2023-12-31 $234k 8.2k 28.57
2022-09-30 $200k 7.8k 25.75

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Vanguard World Extended Dur (EDV)

View all positions for Fermata 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