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Innovator Etfs Tr shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 219k 30.83
2024-06-30 $2.8M 93k 30.03
2024-03-31 $1.6M 56k 29.26
2023-12-31 $83M 2.9M 28.81

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

Top funds holding Innovator Etfs Tr

Wealthquest
Envestnet Asset Management
Kingsview Wealth Management
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