Schulz Wealth, LTD. LOCT — INNOVATOR ETFS TR

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

AI Ownership Summary

Schulz Wealth, LTD. reported INNOVATOR ETFS TR (LOCT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.68% in 2023 Q4. The latest visible filing shows LOCT at 0.45% 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.

What this LOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schulz Wealth, LTD.'s position in INNOVATOR ETFS TR, 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

LOCT was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

LOCT stock page Schulz Wealth, LTD. fund profile Schulz Wealth, LTD. full holdings
How Schulz Wealth, LTD. held LOCT — position size vs. price
% of Fund (quarterly)    LOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 29,500 — 0% 0.45% $707K 2026-02-14 (Est.) $23.52
2025 Q3 UNCHANGED — — — 29,500 — 0% 0.46% $702K 2025-10-17 $23.08
2025 Q2 UNCHANGED — — — 29,500 — 0% 0.53% $703K 2025-07-07 $22.83
2025 Q1 UNCHANGED — — — 29,500 — 0% 0.53% $698K 2025-04-29 $22.36
2024 Q4 UNCHANGED — — — 29,500 — 0% 0.54% $702K 2025-02-05 $22.38
2024 Q3 UNCHANGED — — — 29,500 — 0% 0.54% $702K 2024-10-25 $21.94
2024 Q2 UNCHANGED — — — 29,500 — 0% 0.60% $705K 2024-07-25 $21.72
2024 Q1 UNCHANGED — — — 29,500 — 0% 0.60% $707K 2024-04-10 $21.39
2023 Q4 INITIATED — — — 29,500 — — 0.68% $710K 2024-02-12 $21.26

🏢 Other funds also holding LOCT

As of 2026 Q1 — sorted by position size

Cannon Advisors, Inc. 0.43% RED REEF ADVISORS LLC 0.05% Arista Wealth Management, LLC 3Y 0.05% KFG WEALTH MANAGEMENT, LLC 3Y 0.04% World Investment Advisors 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% CoreCap Advisors, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Schulz Wealth, LTD. and LOCT

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

How long has Schulz Wealth, LTD. reported owning LOCT?

Schulz Wealth, LTD. reported LOCT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LOCT position in Schulz Wealth, LTD.'s portfolio?

The largest reported portfolio weight for LOCT was 0.68% in 2023 Q4.

What is the latest reported LOCT position on this page?

The most recent filing on this page is 2025 Q4, when Schulz Wealth, LTD. reported 29,500 shares, equal to 0.45% of portfolio, with an estimated market value of $707K.

What does the chart on this LOCT ownership page compare?

The chart compares Schulz Wealth, LTD.'s quarterly LOCT 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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