Mount Yale Investment Advisors »

Innovator Etfs Tr shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.7M 166k 34.27
2026-03-31 $5.3M 157k 33.47

More positions owned by Mount Yale Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Bok Finl Corp Com New (BOKF)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Eli Lilly & Co. (LLY)

View all positions for Mount Yale Investment Advisors

Top funds holding Innovator Etfs Tr

Raymond James Financial
Advisor Group Holdings
Wealthquest
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Foundations Investment Advisors
Commonwealth Equity Services
Kingsview Wealth Management
Reliant Wealth Planning
Brookstone Capital Management
Crown Wealth Group
Compass Advisory Group
Lee Johnson Capital Management
Ptm Wealth Management

View all funds holding Innovator Etfs Tr