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Innovator Etfs Trust shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Trust (BFRZ) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Trust by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7M 177k 26.84

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Innovator Etfs Trust

VanWeelden Wealth Management
Envestnet Asset Management
ATX Financial Planning
Sigma Planning
Triad Wealth Partners
Brookstone Capital Management
CWM
Signal Advisors Wealth
Maia Wealth
Harbour Investments
Planwiser Financial
Kestra Advisory Services
Signature
Thrivent Financial for Lutherans
Sovran Advisors

View all funds holding Innovator Etfs Trust