Ownership history in Transform Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in INNOVATOR ETFS TR (PAUG). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 7,416 | -19 | -0.3% | 0.02% | $286K | $38.50 |
| 2024 Q3 | UNCHANGED | 7,435 | — | 0% | 0.02% | $281K | $37.86 |
| 2024 Q2 | REDUCED | 7,435 | -898 | -10.8% | 0.02% | $271K | $36.51 |
| 2024 Q1 | REDUCED | 8,333 | -137,554 | -94.3% | 0.03% | $295K | $35.38 |
| 2023 Q4 | REDUCED | 145,887 | -120,488 | -45.2% | 0.47% | $4.9M | $33.37 |
| 2023 Q3 | REDUCED | 266,375 | -398,039 | -59.9% | 0.87% | $8.3M | $31.05 |
| 2023 Q2 | INITIATED | 664,414 | — | — | 1.86% | $20.7M | $31.20 |
As of 2025 Q4 — sorted by position size