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Innovator Etfs Tr shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $575k 18k 31.42
2024-09-30 $557k 18k 30.83
2024-06-30 $515k 17k 30.03

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco Qqq Trust Series I Etf (QQQ)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Dimensional Emerging Markets Etf Etf (DFEM)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)

View all positions for O'Connor Financial Group

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr