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Innovator Etfs Tr shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Tr shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $365k 15k 24.98

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

Top funds holding Innovator Etfs Tr

Berson & Corrado Investment Advisors
Susquehanna International
AE Wealth Management
Commonwealth Equity Services
Kestra Advisory Services
WPWealth
Summit Wealth Partners
Advisor Group Holdings
William Blair $ Company
DHJJ Financial Advisors
Sunbelt Securities
Harbour Investments
Capital Investment Advisory Services

View all funds holding Innovator Etfs Tr