EALT β€” INNOVATOR ETFS TRUST

Ownership history in Financial Network Wealth Advisors LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Financial Network Wealth Advisors LLC reported a position in INNOVATOR ETFS TRUST (EALT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.31% (2025 Q4)
πŸ“Š Avg. % of fund
0.21%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Financial Network Wealth Advisors LLC Γ— EALT AI Analytics

πŸ“‰ Financial Network Wealth Advisors LLC underperformed the S&P 500 by –9.9% annually on this EALT position. Timing score: 100% (3/3 decisions correct). Average cost basis: $33.21. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-9.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.9% ann.
3 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$33.21
+6.3% vs current ($35.29)

Best entry: $30.74 (2025 Q1)  Β·  Worst: $35.29 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

4 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Financial Network Wealth Advisors LLC has been actively increasing its EALT allocation β€” a bullish signal from insiders.
Currently 0.31% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    EALT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,519 +644 +8.2% 0.31% $301K $35.29
2025 Q3 ADDED 7,875 +2,231 +39.5% 0.30% $272K $34.55
2025 Q2 ADDED 5,644 +5,205 +1185.6% 0.22% $184K $32.58
2025 Q1 INITIATED 439 β€” β€” 0.02% $13K $30.74
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