BAM Wealth Management’s First Trust Innovation Leaders ETF ILDR Stock Holding History

BAM Wealth Management’s Portfolio ILDR Stock Details ILDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$220K	Buy	+5,566	New	+$214K	0.12%	183

Other funds holding ILDR

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BAM Wealth Management's ILDR Position: Q3 2026 in Review

BAM Wealth Management opened a new position in First Trust Innovation Leaders ETF (ILDR) in Q3 2026: 5,566 shares worth $220K. The stake represents 0.12% of the portfolio and ranks #183 among its holdings.

18 funds tracked by Wall St. Rank hold ILDR as of Q3 2026.

BAM Wealth Management held 5,566 shares of First Trust Innovation Leaders ETF worth $220K as of Q3 2026.
First Trust Innovation Leaders ETF was a new BAM Wealth Management position in Q3 2026.
First Trust Innovation Leaders ETF made up 0.12% of BAM Wealth Management's portfolio in Q3 2026, its #183 holding.
18 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.