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
Tip: Access up to 7 years of quarterly data
All positions including Innovator Etfs Tr s&p 500 pwr held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Summit Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $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 |
Top funds holding Innovator Etfs Tr s&p 500 pwr
View all funds holding Innovator Etfs Tr s&p 500 pwr