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Innovator Etfs Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Innovator Etfs Tr (XUSP) 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 $342k 7.4k 46.48
2025-06-30 $310k 7.4k 42.06
2025-03-31 $357k 9.6k 37.34
2024-12-31 $384k 9.6k 40.16
2024-09-30 $378k 9.6k 39.55
2023-09-30 $295k 11k 26.78

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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View all positions for WealthPlan Investment Management

Top funds holding Innovator Etfs Tr

Farther Finance Advisors
Authentikos Wealth Advisory
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Harbour Investments
Citadel Advisors
Old Mission Capital
Yarger Wealth Strategies
Raymond James Financial
HFG Wealth Management
BCJ Capital Management
Navis Wealth Advisors
Maia Wealth
WealthPlan Investment Management
Seros Financial
Sunbelt Securities

View all funds holding Innovator Etfs Tr