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Innovator Etfs Tr shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Partners 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $479k 15k 32.82
2025-06-30 $581k 19k 31.40
2025-03-31 $581k 19k 31.38

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View all positions for Partners 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