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Innovator Etfs Tr shares owned by Lakeview Capital Partners

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

Historical chart of Lakeview Capital Partners investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 41k 31.42
2024-09-30 $733k 24k 30.83
2024-06-30 $519k 18k 29.26
2024-03-31 $519k 18k 29.26

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Biohaven (BHVN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Listed Fd Tr Shares Core Bd (OVB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Lakeview Capital Partners

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