Innovator Etfs Tr s&p 500 pwr bu shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PAUG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Innovator Etfs Tr s&p 500 pwr bu
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr bu by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $458k | 12k | 38.50 |
| 2024-09-30 | $611k | 16k | 37.86 |
| 2024-06-30 | $402k | 11k | 36.51 |
| 2024-03-31 | $555k | 16k | 35.38 |
| 2023-12-31 | $559k | 17k | 33.37 |
| 2023-09-30 | $632k | 20k | 31.05 |
| 2023-06-30 | $448k | 14k | 31.20 |
| 2023-03-31 | $585k | 20k | 29.50 |
| 2022-12-31 | $562k | 20k | 28.35 |
| 2022-09-30 | $510k | 19k | 26.97 |
| 2021-03-31 | $370k | 13k | 28.94 |
| 2020-12-31 | $425k | 15k | 28.29 |
| 2020-09-30 | $431k | 16k | 27.05 |
Top funds holding Innovator Etfs Tr s&p 500 pwr bu
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