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Innovator Etfs Tr shares owned by Kfg Wealth Management

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

Historical chart of Kfg Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Kfg 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 Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 106k 32.82
2025-06-30 $1.9M 59k 32.08
2025-03-31 $1.4M 44k 31.38

More positions owned by Kfg Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)

View all positions for Kfg Wealth Management

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