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Innovator Etfs Tr shares owned by Personal Cfo Solutions

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Personal Cfo Solutions from 13F filings

Historical chart of Personal Cfo Solutions investment in Innovator Etfs Tr

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All positions including Innovator Etfs Tr held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.1M 290k 27.80
2023-06-30 $7.9M 285k 27.89
2023-03-31 $6.1M 225k 27.23

More positions owned by Personal Cfo Solutions

Chubb (CB)
Ishares Tr Russell 2000 Etf (IWM)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Apple (AAPL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL)
Innovator Etfs Tr Us Equt Bufr Aug (BAUG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Itt (ITT)
Alphabet Cap Stk Cl A (GOOGL)
CNA Financial Corporation (CNA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)

View all positions for Personal Cfo Solutions

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr