EALT — INNOVATOR ETFS TRUST

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in INNOVATOR ETFS TRUST (EALT). 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
0.19% (2025 Q3)
Avg. % of fund
0.16%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,741 -3,167 -16.7% 0.14% $556K $35.29
2025 Q3 INITIATED 18,908 — — 0.19% $653K $34.55
% of Fund (quarterly)    EALT price (monthly, adj. close)

Other funds also holding EALT

As of 2025 Q4 — sorted by position size

Bullseye Investment Management, LLC 3Y 16.47% SMART Wealth LLC 2.06% Bright Futures Wealth Management, LLC. 0.69% LEE JOHNSON CAPITAL MANAGEMENT, LLC 3Y 0.39% Encompass More Asset Management 0.33% Financial Network Wealth Advisors LLC 0.31% Hiley Hunt Wealth Management 0.28% Triad Wealth Partners, LLC 0.21% Mutual Advisors, LLC 3Y 7Y 0.2% Arista Wealth Management, LLC 3Y 0.13%
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