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Innovator Etfs Tr shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 2.7k 31.24

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NeoVo (NEOV)
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Goldman Sachs Etf Tr Acces Treasury (GBIL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Proshares Tr Ether Etf (EETH)
Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Wealth Managment

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr