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Innovator Etfs Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (XBAP) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 533 38.67
2025-09-30 $24k 621 37.86
2025-06-30 $20k 546 36.74
2025-03-31 $37k 1.1k 34.91
2024-12-31 $137k 4.0k 34.11

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Meta Platforms Cl A (META)
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Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Innovator Etfs Tr

Lido Advisors
Crosspoint Financial
Cetera Investment Advisers
First Commonwealth Financial Corporation
Advisor Group Holdings
Hanson McClain Advisors
Millington Financial Advisors
Brookwood Investment Group
Snowden Capital Advisors
CLS Investments
Fragasso
Orion Capital Management
Encompass More Asset Management
Old Mission Capital
Captrust Financial Advisors

View all funds holding Innovator Etfs Tr