BALT — INNOVATOR ETFS TRUST

Ownership history in Reliant Wealth Planning  ·  3 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning 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
10.23% (2025 Q4)
Avg. % of fund
6.96%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 977,177 +19,831 +2.1% 10.23% $32.7M $33.51
2025 Q3 ADDED 957,346 +920,903 +2527.0% 10.18% $31.4M $32.82
2025 Q2 INITIATED 36,443 — — 0.46% $1.2M $32.08
% 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% 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% CENTRAL VALLEY ADVISORS, LLC 3.19%
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