Vestmark Advisory Solutions »

Innovator Etfs Tr shares owned by Vestmark Advisory Solutions

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

Historical chart of Vestmark Advisory Solutions investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Vestmark Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.2M 157k 33.47
2025-06-30 $268k 8.3k 32.08
2025-03-31 $229k 7.3k 31.38

More positions owned by Vestmark Advisory Solutions

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Dimensional Etf Trust Global Cr Etf (DGCB)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Vestmark Advisory Solutions

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr