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Innovator Etfs Tr shares owned by O'shaughnessy Asset Management

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

Historical chart of O'shaughnessy Asset Management investment in Innovator Etfs Tr

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All positions including Innovator Etfs Tr held by O'shaughnessy 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 35k 30.95
2024-06-30 $2.5k 83 30.02

More positions owned by O'shaughnessy Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Altria (MO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lockheed Martin Corporation (LMT)

View all positions for O'shaughnessy 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