FFTY INNOVATOR IBD

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

AI Ownership Summary

IHT Wealth Management, LLC reported INNOVATOR IBD (FFTY) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows FFTY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FFTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IHT Wealth Management, LLC's position in INNOVATOR IBD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FFTY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IHT Wealth Management, LLC held FFTY — position size vs. price
% of Fund (quarterly)    FFTY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 47,794 +152 +0.3% 0.04% $1.7M 2026-02-14 (Est.) $38.23
2025 Q3 REDUCED 47,642 -346 -0.7% 0.05% $1.8M 2025-11-14 $33.87
2025 Q2 REDUCED 47,988 -6,974 -12.7% 0.04% $1.6M 2025-08-14 $34.03
2025 Q1 ADDED 54,962 +10,758 +24.3% 0.05% $1.5M 2025-05-15 $28.63
2024 Q4 REDUCED 44,204 -22,484 -33.7% 0.04% $1.3M 2025-02-14 $33.31
2024 Q3 ADDED 66,688 +27,637 +70.8% 0.05% $1.8M 2024-11-14 $28.18
2024 Q2 ADDED 39,051 +4,422 +12.8% 0.04% $1.1M 2024-08-14 $24.67
2024 Q1 ADDED 34,629 +519 +1.5% 0.04% $957K 2024-05-15 $27.51
2023 Q4 REDUCED 34,110 -37 -0.1% 0.04% $831K 2024-02-14 $26.58
2023 Q3 REDUCED 34,147 -765 -2.2% 0.04% $764K 2023-11-14 $21.80
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IHT Wealth Management, LLC and FFTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has IHT Wealth Management, LLC reported owning FFTY?

IHT Wealth Management, LLC reported FFTY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FFTY position in IHT Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FFTY was 0.05% in 2024 Q3.

What is the latest reported FFTY position on this page?

The most recent filing on this page is 2025 Q4, when IHT Wealth Management, LLC reported 47,794 shares, equal to 0.04% of portfolio, with an estimated market value of $1.7M.

What does the chart on this FFTY ownership page compare?

The chart compares IHT Wealth Management, LLC's quarterly FFTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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