BALT — INNOVATOR ETFS TRUST

Ownership history in Integrated Advisors Network LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Advisors Network LLC reported a position in INNOVATOR ETFS TRUST (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
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,903 -2,877 -29.4% 0.01% $227K $32.82
2025 Q2 REDUCED 9,780 -5,135 -34.4% 0.01% $314K $32.08
2025 Q1 ADDED 14,915 +6,291 +72.9% 0.02% $468K $31.38
2024 Q4 INITIATED 8,624 — — 0.01% $271K $31.42
% of Fund (quarterly)    BALT price (monthly, adj. close)

Other funds also holding BALT

As of 2025 Q4 — sorted by position size

Kure Advisory, LLC 12.89% Reliant Wealth Planning 3Y 10.23% LEE JOHNSON CAPITAL MANAGEMENT, LLC 3Y 9.45% Crown Wealth Group, LLC 3Y 8.88% Compass Advisory Group LLC 3Y 7.3% ATX Financial Planning, LLC 7.01% PTM WEALTH MANAGEMENT, LLC 6.84% Wealthquest Corp 3Y 7Y 5.98% Dominguez Wealth Management Solutions, Inc. 3Y 5.24% Long Island Wealth Management, Inc. 3.89%
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