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Innovator Etfs Tr shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 104k 30.83
2024-06-30 $2.6M 88k 30.03
2024-03-31 $13M 427k 29.26
2023-12-31 $83M 2.9M 28.57

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr