Innovator Etfs Tr shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Innovator Etfs Tr (NJUL) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Innovator Etfs Tr
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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 |
|---|---|---|---|
| 2024-06-30 | $574k | 9.7k | 59.46 |
| 2024-03-31 | $3.8M | 66k | 57.65 |
| 2023-12-31 | $4.0M | 73k | 55.10 |
| 2023-09-30 | $3.8M | 74k | 50.80 |
| 2023-06-30 | $3.7M | 71k | 51.26 |
| 2023-03-31 | $3.0M | 63k | 47.91 |
| 2022-12-31 | $2.7M | 64k | 42.55 |
| 2022-09-30 | $2.8M | 66k | 42.03 |
| 2022-06-30 | $355k | 8.3k | 42.97 |
| 2022-03-31 | $253k | 5.3k | 47.30 |
| 2021-12-31 | $258k | 5.3k | 48.16 |
| 2021-09-30 | $248k | 5.3k | 46.37 |
| 2021-06-30 | $348k | 7.5k | 46.11 |
| 2021-03-31 | $342k | 7.5k | 45.44 |
| 2020-12-31 | $349k | 7.8k | 44.66 |
| 2020-09-30 | $594k | 14k | 42.62 |