Sunbelt Securities’s Innovator Gradient Tactical Rotation Strategy ETF IGTR Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-180	Closed	-$4.42K	–	2779
2025 Q2	$4.42K	Hold	180	–	–	﹤0.01%	1473
2025 Q1	$4.4K	Hold	180	–	–	﹤0.01%	1444
2024 Q4	$4.55K	Hold	180	–	–	﹤0.01%	1469
2024 Q3	$5.1K	Buy	180 +100	+125%	+$2.78K	﹤0.01%	1433
2024 Q2	$2.2K	Hold	80	–	–	﹤0.01%	1540
2024 Q1	$2.24K	Hold	80	–	–	﹤0.01%	1506
2023 Q4	$1.93K	Hold	80	–	–	﹤0.01%	1472
2023 Q3	$1.75K	Hold	80	–	–	﹤0.01%	1505
2023 Q2	$1.81K	Hold	80	–	–	﹤0.01%	1458
2023 Q1	$1.74K	Buy	+80	New	+$1.84K	﹤0.01%	1444

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

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

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

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sunbelt Securities's IGTR Position: Q3 2025 in Review

Sunbelt Securities sold out of Innovator Gradient Tactical Rotation Strategy ETF (IGTR) in Q3 2025, closing a stake of 180 shares — an estimated $4.42K sold.

Sunbelt Securities first reported a position in IGTR in Q1 2023 and held it in 10 quarters. The position peaked at $5.1K in Q3 2024. 12 funds tracked by Wall St. Rank hold IGTR as of Q3 2025.

Sunbelt Securities reported no remaining Innovator Gradient Tactical Rotation Strategy ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 180 Innovator Gradient Tactical Rotation Strategy ETF shares in Q3 2025, an estimated $4.42K.
Sunbelt Securities first reported a position in Innovator Gradient Tactical Rotation Strategy ETF in Q1 2023 and held it in 10 quarters.
Sunbelt Securities's Innovator Gradient Tactical Rotation Strategy ETF position peaked at $5.1K in Q3 2024.
12 funds tracked by Wall St. Rank held Innovator Gradient Tactical Rotation Strategy ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.