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Innovator Etfs Tr shares owned by Integrated Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Integrated Wealth Management from 13F filings

Historical chart of Integrated Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $658k 20k 33.51

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Spdr Series Trust State Street Spd (SPYM)
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Aim Etf Products Trust Allianzim Us Lrg (SEPW)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Pimco Etf Tr Ultra Short Govt (BILZ)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Integrated Wealth Management

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr