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Innovator Etfs Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Innovator Etfs Trust (ZFEB) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 14k 25.38
2025-06-30 $344k 14k 24.38

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Innovator Etfs Trust

BCJ Capital Management
NovaPoint Capital
Commonwealth Equity Services
Harbour Investments
Raymond James Financial
Susquehanna International
Kestra Advisory Services
Cambridge Investment Research Advisors
Mml Investors Services
Integrity Advisory Solutions
Peak Wealth Management
Ashton Thomas Private Wealth
Cetera Investment Advisers
Envestnet Asset Management
Prostatis Group

View all funds holding Innovator Etfs Trust