Brown Financial Advisors’s Innovator Gradient Tactical Rotation Strategy ETF IGTR Stock Holding History

Brown Financial Advisors’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	$282K	Buy	8,299 +238	+3%	+$7.52K	0.1%	174
2026 Q1	$229K	Sell	8,061 -61,326	-88%	-$1.79M	0.09%	196
2025 Q4	$1.95M	Sell	69,387 -1,720	-2%	-$46.9K	0.71%	47
2025 Q3	$1.88M	Sell	71,107 -17,033	-19%	-$427K	0.69%	52
2025 Q2	$2.17M	Sell	88,140 -3,042	-3%	-$72.5K	0.85%	39
2025 Q1	$2.23M	Sell	91,182 -18,119	-17%	-$448K	0.92%	37
2024 Q4	$2.68M	Sell	109,301 -910	-0.8%	-$23.9K	1.08%	26
2024 Q3	$3.12M	Buy	110,211 +99,158	+897%	+$2.75M	1.28%	25
2024 Q2	$304K	Buy	+11,053	New	+$301K	0.14%	128

Other funds holding IGTR

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brown Financial Advisors's IGTR Position: Q2 2026 in Review

Brown Financial Advisors increased its Innovator Gradient Tactical Rotation Strategy ETF (IGTR) stake by 3% in Q2 2026, buying an estimated $7.52K and bringing the position to 8,299 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #174.

Brown Financial Advisors first reported a position in IGTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.12M in Q3 2024. 13 funds tracked by Wall St. Rank hold IGTR as of Q2 2026.

Brown Financial Advisors held 8,299 shares of Innovator Gradient Tactical Rotation Strategy ETF worth $282K as of Q2 2026.
Brown Financial Advisors bought 238 Innovator Gradient Tactical Rotation Strategy ETF shares in Q2 2026, an estimated $7.52K.
Innovator Gradient Tactical Rotation Strategy ETF made up 0.1% of Brown Financial Advisors's portfolio in Q2 2026, its #174 holding.
Brown Financial Advisors first reported a position in Innovator Gradient Tactical Rotation Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's Innovator Gradient Tactical Rotation Strategy ETF position peaked at $3.12M in Q3 2024.
13 funds tracked by Wall St. Rank held Innovator Gradient Tactical Rotation Strategy ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.