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 (PSEP) 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 |
|---|---|---|---|
| 2025-09-30 | $902k | 21k | 42.95 |
| 2025-06-30 | $551k | 14k | 40.89 |
| 2025-03-31 | $562k | 15k | 38.41 |
| 2024-12-31 | $572k | 15k | 39.09 |
| 2024-09-30 | $1.5M | 39k | 38.53 |
| 2024-06-30 | $1.1M | 29k | 37.47 |
| 2024-03-31 | $1.1M | 30k | 36.50 |
| 2023-12-31 | $2.5M | 72k | 34.76 |
| 2023-09-30 | $2.5M | 79k | 32.40 |
| 2023-06-30 | $2.5M | 77k | 32.71 |
| 2023-03-31 | $2.4M | 79k | 30.68 |
| 2022-12-31 | $2.8M | 97k | 29.25 |
| 2022-09-30 | $2.7M | 97k | 27.81 |
| 2021-12-31 | $221k | 7.3k | 30.39 |
| 2020-09-30 | $216k | 8.2k | 26.28 |
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