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Innovator Etfs Tr shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Keystone 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 12k 32.82
2025-06-30 $467k 15k 32.24
2025-03-31 $791k 25k 31.51

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Fb Finl (FBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Short Treas Bd (SHV)

View all positions for Keystone Financial Group

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