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Innovator Etfs Tr shares owned by Palumbo Wealth Management

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

Historical chart of Palumbo Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Palumbo Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 64k 19.12
2025-06-30 $1.4M 43k 32.08
2025-03-31 $923k 29k 31.38
2024-12-31 $224k 7.1k 31.42

More positions owned by Palumbo Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Amazon (AMZN)
Invesco Db Commdy Indx Trck Unit (DBC)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
NVIDIA Corporation (NVDA)
Waste Management (WM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Costco Wholesale Corporation (COST)
Sprott Asset Management Physical Gold Tr (PHYS)
Visa Com Cl A (V)
Illinois Tool Works (ITW)

View all positions for Palumbo Wealth Management

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Commonwealth Equity Services
CLS Investments
Reliant Wealth Planning
Crown Wealth Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kingsview Wealth Management
Lee Johnson Capital Management
Brookstone Capital Management
Compass Advisory Group
Kure Advisory

View all funds holding Innovator Etfs Tr