LOCT — INNOVATOR ETFS TR

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

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in INNOVATOR ETFS TR (LOCT). 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
0.68% (2023 Q4)
Avg. % of fund
0.55%
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 29,500 — 0% 0.45% $707K $23.66
2025 Q3 UNCHANGED 29,500 — 0% 0.46% $702K $23.30
2025 Q2 UNCHANGED 29,500 — 0% 0.53% $703K $23.02
2025 Q1 UNCHANGED 29,500 — 0% 0.53% $698K $22.58
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LOCT price (monthly, adj. close)

Other funds also holding LOCT

As of 2025 Q4 — sorted by position size

Cannon Advisors, Inc. 0.42% Arista Wealth Management, LLC 3Y 0.05% KFG WEALTH MANAGEMENT, LLC 3Y 0.04% CreativeOne Wealth, LLC 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% World Investment Advisors 3Y 7Y 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Cetera Investment Advisers 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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