AWM
IGTR

AE Wealth Management’s Innovator Gradient Tactical Rotation Strategy ETF IGTR Stock Holding History

AE Wealth Management’s Portfolio IGTR Stock Details IGTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.2K Hold
2,391
– – ﹤0.01% 1967
2026
Q1 		$67.8K Hold
2,391
– – ﹤0.01% 1893
2025
Q4 		$67.1K Buy
+2,391
New +$65.2K ﹤0.01% 1788
2025
Q1 		– Sell
-907
Closed -$22.3K – 2213
2024
Q4 		$22.3K Buy
+907
New +$23.8K ﹤0.01% 1711

Other funds holding IGTR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's IGTR Position: Q2 2026 in Review

AE Wealth Management held its Innovator Gradient Tactical Rotation Strategy ETF (IGTR) position steady in Q2 2026 at 2,391 shares worth $81.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

AE Wealth Management first reported a position in IGTR in Q4 2024 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold IGTR as of Q2 2026.

  • AE Wealth Management held 2,391 shares of Innovator Gradient Tactical Rotation Strategy ETF worth $81.2K as of Q2 2026.
  • AE Wealth Management left its Innovator Gradient Tactical Rotation Strategy ETF share count unchanged in Q2 2026.
  • Innovator Gradient Tactical Rotation Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1967 holding.
  • AE Wealth Management first reported a position in Innovator Gradient Tactical Rotation Strategy ETF in Q4 2024 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator Gradient Tactical Rotation Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.