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Innovator Etfs Tr shares owned by WorthPointe

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

Historical chart of WorthPointe investment in Innovator Etfs Tr

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

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Quarterly reported holdings in Innovator Etfs Tr by WorthPointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 7.7k 32.82
2025-06-30 $383k 12k 32.08
2025-03-31 $380k 12k 31.38
2024-12-31 $252k 8.0k 31.42
2024-09-30 $424k 14k 30.83
2024-06-30 $393k 13k 30.03

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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Dimensional Etf Trust Us Small Cap Etf (DFAS)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Apple (AAPL)

View all positions for WorthPointe

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