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Innovator Etfs Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Innovator Etfs Tr (SFLR) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $465k 13k 36.03
2025-06-30 $534k 16k 33.57
2025-03-31 $499k 16k 31.39
2024-12-31 $652k 20k 32.65
2024-09-30 $596k 19k 31.81
2023-09-30 $474k 19k 25.63

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Innovator Etfs Tr

LPL Financial
Commonwealth Equity Services
Kingsview Wealth Management
Chicago Partners Investment
Delta Investment Management
Advisor Group Holdings
Envestnet Asset Management
Wetzel Investment Advisors
Southland Equity Partners
HighTower Advisors
Sentinus
Winnow Wealth
Pallas Capital Advisors
Evolution Wealth Management
Cetera Investment Advisers

View all funds holding Innovator Etfs Tr