Jacobi Capital Management »

Innovator Etfs Tr shares owned by Jacobi Capital Management

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

Historical chart of Jacobi Capital Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 62k 33.47

More positions owned by Jacobi Capital Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (SPTM)
Apple (AAPL)
Etf Opportunities Trust Applied Fina Val (VSLU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Spdr Index Shs Fds State Street Spd (CWI)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Jacobi Capital Management

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr