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Innovator Etfs Tr shares owned by Rochester Wealth Strategies

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

Historical chart of Rochester Wealth Strategies investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.5M 219k 34.27

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust St Str Aggre Etf (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mth Treasury (SGOV)

View all positions for Rochester Wealth Strategies

Top funds holding Innovator Etfs Tr

Raymond James Financial
Advisor Group Holdings
Wealthquest
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Foundations Investment Advisors
Commonwealth Equity Services
Kingsview Wealth Management
Reliant Wealth Planning
Brookstone Capital Management
Crown Wealth Group
Compass Advisory Group
Lee Johnson Capital Management
Ptm Wealth Management

View all funds holding Innovator Etfs Tr