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Vestia Personal Wealth Advisors »

Innovator Etfs Tr shares owned by Vestia Personal Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Vestia Personal Wealth Advisors from 13F filings

Historical chart of Vestia Personal Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Vestia Personal Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$457k	14k	32.82
2025-06-30	$259k	8.1k	32.08
2025-03-31	$253k	8.1k	31.38
2024-12-31	$253k	8.1k	31.42
2024-09-30	$248k	8.1k	30.83

More positions owned by Vestia Personal Wealth Advisors

Dimensional International Value Etf Etf (DFIV)

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

Dimensional International Core Equity 2 Etf Etf (DFIC)

Dimensional U.s. Targeted Value Etf Etf (DFAT)

Dimensional Us Marketwide Value Etf Etf (DFUV)

Dimensional Us Small Cap Value Etf Etf (DFSV)

Dimensional U.s. Small Cap Etf Etf (DFAS)

Dimensional National Municipal Bond Etf Etf (DFNM)

Vanguard S&p 500 Etf Etf (VOO)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Dimensional U.s. Equity Market Etf Etf (DFUS)

Dimensional Ultrashort Fixed Income Etf Etf (DUSB)

Dimensional Emerging Markets Value Etf Etf (DFEV)

Dimensional Core Fixed Income Etf Etf (DFCF)

Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr

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