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Innovator Etfs Tr s&p 500 pwretf shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Innovator Etfs Tr s&p 500 pwretf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwretf 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 s&p 500 pwretf by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $400k 10k 39.57
2024-09-30 $445k 11k 38.95
2024-03-31 $246k 6.6k 37.49
2023-12-31 $335k 9.3k 36.12
2022-12-31 $389k 13k 30.07

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Procter & Gamble Company (PG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Summit Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
Raymond James Financial Services Advisors
BKD Wealth Advisors
Stephens
Envestnet Asset Management
Motiv8 Investments
Global Strategic Investment Solutions
Janney Montgomery Scott
HighTower Advisors
Captrust Financial Advisors

View all funds holding Innovator Etfs Tr s&p 500 pwretf