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Innovator Etfs Tr shares owned by Balance Wealth

Quarter-by-quarter ownership of Innovator Etfs Tr (SFLR) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 63k 36.03
2025-06-30 $2.2M 66k 33.57
2025-03-31 $1.7M 55k 31.39

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Innovator Etfs Tr

LPL Financial
Commonwealth Equity Services
Kingsview Wealth Management
Chicago Partners Investment
Delta Investment Management
Advisor Group Holdings
Envestnet Asset Management
Wetzel Investment Advisors
Southland Equity Partners
HighTower Advisors
Sentinus
Winnow Wealth
Pallas Capital Advisors
Evolution Wealth Management
Cetera Investment Advisers

View all funds holding Innovator Etfs Tr