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Innovator Etfs Tr shares owned by Ptm Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (ZALT) shares owned by Ptm Wealth Management from 13F filings

Historical chart of Ptm Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Tr by Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0M 277k 32.61
2025-09-30 $8.3M 261k 31.98
2025-06-30 $7.7M 249k 30.98
2025-03-31 $7.5M 268k 27.92

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr State Street Ult (ULST)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Apple (AAPL)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Hollencrest Securities
Captrust Financial Advisors
Grant Street Asset Management
Raymond James Financial
Pitti Group Wealth Management
Goss Wealth Management
Central Valley Advisors
CRA Financial Services
Centaurus Financial
Commonwealth Equity Services
D.B. Root & Company
Ptm Wealth Management
Pallas Capital Advisors

View all funds holding Innovator Etfs Tr