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Innovator Etfs Tr shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (ZALT) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 18k 31.88
2025-06-30 $545k 18k 30.80
2025-03-31 $527k 18k 29.77

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

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