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Innovator Etfs Tr shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 7.2k 34.27

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Innovator Etfs Tr

Raymond James Financial
Advisor Group Holdings
Wealthquest
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Foundations Investment Advisors
Commonwealth Equity Services
Kingsview Wealth Management
Reliant Wealth Planning
Brookstone Capital Management
Crown Wealth Group
Compass Advisory Group
Lee Johnson Capital Management
Ptm Wealth Management

View all funds holding Innovator Etfs Tr