Ownership history in Keystone Wealth Services, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in INNOVATOR ETFS TR (POCT). 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 Q3 | REDUCED | 6,242 | -426 | -6.4% | 0.06% | $269K | $43.10 |
| 2025 Q2 | REDUCED | 6,668 | -3 | -0.0% | 0.07% | $275K | $41.30 |
| 2025 Q1 | ADDED | 6,671 | +1,300 | +24.2% | 0.07% | $259K | $38.85 |
| 2024 Q4 | ADDED | 5,371 | +129 | +2.5% | 0.06% | $213K | $39.57 |
| 2024 Q3 | UNCHANGED | 5,242 | — | 0% | 0.06% | $204K | $38.95 |
| 2024 Q2 | REDUCED | 5,242 | -4,400 | -45.6% | 0.06% | $201K | $38.29 |
| 2024 Q1 | REDUCED | 9,642 | -2 | -0.0% | 0.12% | $361K | $37.49 |
| 2023 Q4 | REDUCED | 9,644 | -18,356 | -65.6% | 0.12% | $348K | $36.12 |
| 2023 Q2 | REDUCED | 28,000 | -21,585 | -43.5% | 0.35% | $937K | $33.47 |
| 2023 Q1 | UNCHANGED | 49,585 | — | 0% | 0.64% | $1.6M | $31.63 |
As of 2025 Q4 — sorted by position size