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
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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 |
|---|---|---|---|
| 2025-06-30 | $356k | 8.6k | 41.30 |
| 2025-03-31 | $335k | 8.6k | 38.85 |
| 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 |
Top funds holding Innovator Etfs Tr s&p 500 pwretf
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