CFG
IGTR

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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return