Ownership history in BCS Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INNOVATOR ETFS TRUST (IMAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 19,430 | +9,715 | +100.0% | 0.06% | $580K | $29.87 |
| 2025 Q3 | UNCHANGED | 9,715 | — | 0% | 0.06% | $282K | $28.98 |
| 2025 Q2 | REDUCED | 9,715 | -2,337 | -19.4% | 0.06% | $274K | $28.20 |
| 2025 Q1 | ADDED | 12,052 | +270 | +2.3% | 0.08% | $319K | $26.45 |
| 2024 Q4 | REDUCED | 11,782 | -784 | -6.2% | 0.07% | $296K | $25.12 |
| 2024 Q3 | UNCHANGED | 12,566 | — | 0% | 0.14% | $339K | $27.01 |
| 2024 Q2 | UNCHANGED | 12,566 | — | 0% | 0.16% | $323K | $25.71 |
| 2024 Q1 | INITIATED | 12,566 | — | — | 0.10% | $324K | — |
As of 2025 Q4 — sorted by position size