FFTY — INNOVATOR IBD

Ownership history in IHT Wealth Management, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which IHT Wealth Management, LLC reported a position in INNOVATOR IBD (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
0.08% (2019 Q1)
Avg. % of fund
0.05%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,794 +152 +0.3% 0.04% $1.7M $34.81
2025 Q3 REDUCED 47,642 -346 -0.7% 0.05% $1.8M $36.87
2025 Q2 REDUCED 47,988 -6,974 -12.7% 0.04% $1.6M $32.06
2025 Q1 ADDED 54,962 +10,758 +24.3% 0.05% $1.5M $26.61
25 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% Chicago Partners Investment Group LLC 3Y 7Y 0.02% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% Financial Perspectives, Inc 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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