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Innovator Etfs Trust shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Summit Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 12k 24.96
2025-06-30 $581k 24k 24.38
2025-03-31 $563k 24k 23.66

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

Top funds holding Innovator Etfs Trust

BCJ Capital Management
NovaPoint Capital
Commonwealth Equity Services
Harbour Investments
AE Wealth Management
Raymond James Financial
Kestra Advisory Services
Ameritas Advisory Services
Envestnet Asset Management
Prostatis Group
Mach-1 Financial Group
Mml Investors Services
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Archer Investment Corp

View all funds holding Innovator Etfs Trust