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Innovator Etfs Tr shares owned by Independent Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Innovator Etfs Tr

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All positions including Innovator Etfs Tr held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 182k 33.47
2025-09-30 $6.6M 201k 32.82
2025-06-30 $10M 318k 32.08
2025-03-31 $10M 325k 31.38
2024-12-31 $3.4M 107k 31.42
2024-09-30 $3.1M 100k 30.83
2024-06-30 $1.6M 52k 30.03