Summit Wealth Partners »

Innovator Etfs Tr msci eafe pwr shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Tr msci eafe pwr (IJUL) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Innovator Etfs Tr msci eafe pwr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr msci eafe pwr by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $249k 8.9k 28.12
2024-03-31 $225k 8.0k 28.21
2023-12-31 $247k 9.1k 27.12
2023-09-30 $231k 9.1k 25.46
2020-09-30 $279k 12k 22.95

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
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 Inc (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 Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Innovator Etfs Tr msci eafe pwr

HighTower Advisors
Lantz Financial
Berger Financial Group
William Blair $ Company
Global Strategic Investment Solutions
Commonwealth Equity Services
Advisor Group Holdings
David Allen
Berson & Corrado Investment Advisors
HFG Wealth Management
Stratos Wealth Advisors
BKD Wealth Advisors
Cetera Investment Advisers
Cypress Wealth Services
Envestnet Asset Management

View all funds holding Innovator Etfs Tr msci eafe pwr