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Innovator Intrl Dvp Pw Bf Oct Etf shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Innovator Intrl Dvp Pw Bf Oct Etf (IOCT) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Innovator Intrl Dvp Pw Bf Oct Etf

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All positions including Innovator Intrl Dvp Pw Bf Oct Etf 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 Intrl Dvp Pw Bf Oct Etf by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $381k 11k 34.17
2025-06-30 $366k 11k 32.87
2025-03-31 $353k 12k 30.65
2024-12-31 $337k 12k 29.30
2024-09-30 $434k 14k 30.79

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
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 Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

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