Mattson Financial Services’s Innovator Gradient Tactical Rotation Strategy ETF IGTR Stock Holding History

Mattson Financial Services’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
2025 Q2	–	Sell	-289	Closed	-$7.06K	–	243
2025 Q1	$7.06K	Sell	289 -3,648	-93%	-$90.2K	﹤0.01%	258
2024 Q4	$111K	Sell	3,937 -31	-0.8%	-$813	0.04%	150
2024 Q3	$109K	Hold	3,968	–	–	0.04%	147
2024 Q2	$109K	Buy	+3,968	New	+$108K	0.04%	147

Other funds holding IGTR

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Mattson Financial Services's IGTR Position: Q2 2025 in Review

Mattson Financial Services sold out of Innovator Gradient Tactical Rotation Strategy ETF (IGTR) in Q2 2025, closing a stake of 289 shares — an estimated $7.06K sold.

Mattson Financial Services first reported a position in IGTR in Q2 2024 and held it in 4 quarters. The position peaked at $111K in Q4 2024. 11 funds tracked by Wall St. Rank hold IGTR as of Q2 2025.

Mattson Financial Services reported no remaining Innovator Gradient Tactical Rotation Strategy ETF position as of Q2 2025 after selling out during the quarter.
Mattson Financial Services sold 289 Innovator Gradient Tactical Rotation Strategy ETF shares in Q2 2025, an estimated $7.06K.
Mattson Financial Services first reported a position in Innovator Gradient Tactical Rotation Strategy ETF in Q2 2024 and held it in 4 quarters.
Mattson Financial Services's Innovator Gradient Tactical Rotation Strategy ETF position peaked at $111K in Q4 2024.
11 funds tracked by Wall St. Rank held Innovator Gradient Tactical Rotation Strategy ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.