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Innovator Etfs Trust shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust (ZSEP) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.2M 80k 27.84

More positions owned by Lord & Richards Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Equit Defin Jul (JAJL)
Etf Ser Solutions Aptus Drawdown (ADME)
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Enhanced (JUCY)

View all positions for Lord & Richards Wealth Management

Top funds holding Innovator Etfs Trust

Envestnet Asset Management
Soltis Investment Advisors
Signature
Kestra Advisory Services
Commonwealth Equity Services
Branch Banking & Trust Company
Kfg Wealth Management
HighTower Advisors
Signal Advisors Wealth
Lord & Richards Wealth Management
Cetera Investment Advisers
Centaurus Financial
Advisor Group Holdings
LPL Financial
Money Concepts Capital Corp

View all funds holding Innovator Etfs Trust