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Innovator Etfs Tr shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $240k 8.0k 30.03

More positions owned by Waller Financial Planning Group

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Waller Financial Planning Group

Top funds holding Innovator Etfs Tr

Envestnet Asset Management
Wealthquest
Advisor Group Holdings
Brookstone Capital Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Centaurus Financial
Sunbelt Securities
Mutual Advisors
Personal Cfo Solutions
Crown Wealth Group
Wealthcare Advisory Partners
Kestra Advisory Services
CRA Financial Services

View all funds holding Innovator Etfs Tr