BALT INNOVATOR ETFS TR

Ownership history in CENTAURUS FINANCIAL, INC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. reported a position in INNOVATOR ETFS TR (BALT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.86% (2025 Q2)
Avg. % of fund
0.73%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 508,730 +13,485 +2.7% 0.78% $17.0M $33.51
2025 Q3 ADDED 495,245 +34,698 +7.5% 0.76% $16.3M $32.82
2025 Q2 ADDED 460,547 +41,511 +9.9% 0.86% $14.8M $32.08
2025 Q1 ADDED 419,036 +11,179 +2.7% 0.80% $13.1M $31.38
2024 Q4 ADDED 407,857 +40,166 +10.9% 0.78% $12.8M $31.42
2024 Q3 ADDED 367,691 +41,698 +12.8% 0.72% $11.3M $30.83
2024 Q2 REDUCED 325,993 -74,238 -18.5% 0.65% $9.8M $30.03
2024 Q1 ADDED 400,231 +26,018 +7.0% 0.82% $11.7M $29.26
2023 Q4 ADDED 374,213 +27,028 +7.8% 0.81% $10.7M $28.57
2023 Q3 ADDED 347,185 +85,342 +32.6% 0.84% $9.7M $27.80
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% of Fund (quarterly)    BALT price (monthly, adj. close)
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