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Innovator Etfs Tr shares owned by Sequent Planning

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Sequent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $847k 26k 32.82

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Select Sector Spdr Tr Technology (XLK)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

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