IMAR — INNOVATOR ETFS TRUST

Ownership history in Straight Path Wealth Management  ·  4 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in INNOVATOR ETFS TRUST (IMAR). 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
0.15% (2025 Q1)
Avg. % of fund
0.12%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 13,578 — 0% 0.11% $406K $29.87
2025 Q3 UNCHANGED 13,578 — 0% 0.11% $394K $28.98
2025 Q2 UNCHANGED 13,578 — 0% 0.13% $383K $28.20
2025 Q1 INITIATED 13,578 — — 0.15% $359K $26.45
% of Fund (quarterly)    IMAR price (monthly, adj. close)

Other funds also holding IMAR

As of 2025 Q4 — sorted by position size

CORRADO ADVISORS, LLC 3Y 7Y 0.24% Ballast Rock Private Wealth LLC 0.17% HFG Wealth Management, LLC 0.16% GILL CAPITAL PARTNERS, LLC 3Y 0.11% Diligent Investors, LLC 3Y 7Y 0.11% Americana Partners, LLC 3Y 0.09% FIDUCIARY FINANCIAL GROUP, LLC 0.07% Lantz Financial LLC 3Y 0.07% PFS Partners, LLC 0.07% BCS Wealth Management 3Y 0.06%
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