Innovator Etfs Tr s&p 500 pwr shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Innovator Etfs Tr s&p 500 pwr
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $577k | 14k | 40.48 |
| 2024-06-30 | $530k | 14k | 38.85 |
| 2024-03-31 | $4.5M | 118k | 37.98 |
| 2023-12-31 | $4.4M | 122k | 36.19 |
| 2023-09-30 | $4.4M | 131k | 33.70 |
| 2023-06-30 | $5.2M | 152k | 34.22 |
| 2023-03-31 | $5.0M | 159k | 31.64 |
| 2022-12-31 | $5.3M | 174k | 30.19 |
| 2022-09-30 | $5.0M | 175k | 28.61 |
| 2022-06-30 | $273k | 9.3k | 29.38 |
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