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Innovator Etfs Tr shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $393k 13k 29.26

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
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Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Core S&p Scp Etf (IJR)
Caterpillar (CAT)
salesforce (CRM)

View all positions for Core Wealth Advisors

Top funds holding Innovator Etfs Tr

Envestnet Asset Management
Wealthquest
Advisor Group Holdings
Cetera Investment Advisers
Brookstone Capital Management
Crown Wealth Group
Milestone Asset Management
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Centaurus Financial
Sunbelt Securities
Lincoln National
Personal Cfo Solutions
Wealthcare Advisory Partners
Kingsview Wealth Management

View all funds holding Innovator Etfs Tr