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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
2024-09-30 $733k 24k 30.83
2024-06-30 $519k 18k 29.26
2024-03-31 $519k 18k 29.26

More positions owned by Lakeview Capital Partners

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Biohaven (BHVN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Managed Portfolio Series Kensington Hedge (KHPI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Etfs Gold Tr Physcl Gold Shs (SGOL)

View all positions for Lakeview Capital Partners

Top funds holding Innovator Etfs Tr

Wealthquest
Envestnet Asset Management
Advisor Group Holdings
Commonwealth Equity Services
Compass Advisory Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Crown Wealth Group
Cetera Investment Advisers
Brookstone Capital Management
Gradient Investments
Raymond James Financial Services Advisors
Wealthcare Advisory Partners
Sunbelt Securities
Centaurus Financial
Personal Cfo Solutions

View all funds holding Innovator Etfs Tr