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Innovator Etfs Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (ZALT) 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
2025-09-30 $472k 15k 31.88
2025-06-30 $584k 19k 30.80
2025-03-31 $461k 16k 29.77
2024-12-31 $63k 2.1k 29.76

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Hollencrest Securities
Captrust Financial Advisors
Grant Street Asset Management
Raymond James Financial
Pitti Group Wealth Management
Goss Wealth Management
Central Valley Advisors
CRA Financial Services
Centaurus Financial
Commonwealth Equity Services
D.B. Root & Company
Ptm Wealth Management
Pallas Capital Advisors

View all funds holding Innovator Etfs Tr