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Innovator Etfs Tr shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 48k 32.82
2025-06-30 $1.6M 50k 32.08
2025-03-31 $1.4M 46k 31.38
2024-12-31 $1.2M 39k 31.42
2024-09-30 $410k 13k 30.83

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Franklin Resources (BEN)
American Centy Etf Tr Diversifid Crp (KORP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Fiduciary Advisors

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