FFTY — INNOVATOR ETFS TR

Ownership history in Financial Perspectives, Inc  ·  9 quarters on record

This page tracks every 13F SEC filing in which Financial Perspectives, Inc reported a position in INNOVATOR ETFS TR (FFTY). 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.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 554 — 0% 0.01% $19K $34.81
2025 Q3 UNCHANGED 554 — 0% 0.01% $21K $36.87
2025 Q2 UNCHANGED 554 — 0% 0.01% $18K $32.06
2025 Q1 ADDED 554 +5 +0.9% 0.01% $15K $26.61
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FFTY price (monthly, adj. close)

Other funds also holding FFTY

As of 2025 Q4 — sorted by position size

Fulcrum Equity Management 3Y 7Y 0.87% Del-Sette Capital Management, LLC 3Y 0.45% IHT Wealth Management, LLC 3Y 7Y 0.04% Chicago Partners Investment Group LLC 3Y 7Y 0.02% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% Composition Wealth, LLC 3Y 7Y 0.0% Camelot Portfolios, LLC 3Y 7Y 0.0% McIlrath & Eck, LLC 3Y 7Y 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% HRT FINANCIAL LP 3Y 7Y 0.0%
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