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Innovator Etfs Tr shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 78k 28.57
2023-09-30 $2.2M 78k 27.80
2023-06-30 $2.1M 76k 27.89
2023-03-31 $2.1M 76k 27.23
2022-12-31 $1.8M 68k 26.59

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Innovator Etfs Tr

Foundations Investment Advisors
Kingsview Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Crown Wealth Group
Milestone Asset Management
Commonwealth Equity Services
Sunbelt Securities
Centaurus Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Lincoln National
Balyasny Asset Management
Wealthquest
Wealthcare Advisory Partners
CRA Financial Services

View all funds holding Innovator Etfs Tr