Copley Financial Group’s Innovator Gradient Tactical Rotation Strategy ETF IGTR Stock Holding History

Copley Financial Group’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	$629K	Sell	18,508 -11,580	-38%	-$366K	0.38%	35
2026 Q1	$853K	Sell	30,088 -6,168	-17%	-$180K	0.51%	26
2025 Q4	$1.02M	Sell	36,256 -6,676	-16%	-$182K	0.63%	24
2025 Q3	$1.13M	Sell	42,932 -21,552	-33%	-$541K	0.78%	20
2025 Q2	$1.59M	Sell	64,484 -16,831	-21%	-$401K	1.18%	14
2025 Q1	$1.99M	Sell	81,315 -16,735	-17%	-$414K	1.52%	14
2024 Q4	$2.41M	Sell	98,050 -25,552	-21%	-$670K	1.84%	11
2024 Q3	$3.5M	Buy	+123,602	New	+$3.43M	3.18%	8

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

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

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 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

Copley Financial Group's IGTR Position: Q2 2026 in Review

Copley Financial Group reduced its Innovator Gradient Tactical Rotation Strategy ETF (IGTR) stake by 38% in Q2 2026, selling an estimated $366K and leaving 18,508 shares worth $629K. The position accounts for 0.38% of the portfolio, ranked #35.

Copley Financial Group first reported a position in IGTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.5M in Q3 2024. 13 funds tracked by Wall St. Rank hold IGTR as of Q2 2026.

Copley Financial Group held 18,508 shares of Innovator Gradient Tactical Rotation Strategy ETF worth $629K as of Q2 2026.
Copley Financial Group sold 11,580 Innovator Gradient Tactical Rotation Strategy ETF shares in Q2 2026, an estimated $366K.
Innovator Gradient Tactical Rotation Strategy ETF made up 0.38% of Copley Financial Group's portfolio in Q2 2026, its #35 holding.
Copley Financial Group first reported a position in Innovator Gradient Tactical Rotation Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's Innovator Gradient Tactical Rotation Strategy ETF position peaked at $3.5M in Q3 2024.
13 funds tracked by Wall St. Rank held Innovator Gradient Tactical Rotation Strategy ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.