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Innovator Etfs Tr shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr (ZALT) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $411k 13k 32.17
2025-09-30 $480k 15k 31.60
2025-06-30 $475k 15k 30.88
2025-03-31 $488k 16k 29.78

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fb Finl (FBK)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Trust Ishare 0-1 (SHV)

View all positions for Keystone Financial Group

Top funds holding Innovator Etfs Tr

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

View all funds holding Innovator Etfs Tr