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Innovator Etfs Tr shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Tr (NAUG) 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
2025-03-31 $292k 12k 24.85
2024-12-31 $355k 14k 25.76
2024-09-30 $365k 15k 24.98

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

Top funds holding Innovator Etfs Tr

Gradient Investments
Commonwealth Equity Services
Cetera Investment Advisers
HighTower Advisors
Berson & Corrado Investment Advisors
Susquehanna International
Luminist Capital
Element Squared
Advisor Group Holdings
Raymond James Financial
Branch Banking & Trust Company
AE Wealth Management
Kestra Advisory Services
Syon Capital
WPWealth

View all funds holding Innovator Etfs Tr