WPWealth LLP IAPR INNOVATOR ETFS TR

Ownership history in WPWealth LLP  ·  10 quarters on record

AI Ownership Summary

WPWealth LLP reported INNOVATOR ETFS TR (IAPR) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.44% in 2023 Q4. The latest visible filing shows IAPR at 0.27% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WPWealth LLP'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

IAPR was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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.

How WPWealth LLP held IAPR — position size vs. price
% of Fund (quarterly)    IAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 55,180 -1,771 -3.1% 0.27% $1.7M 2026-02-14 (Est.) $31.36
2025 Q3 UNCHANGED 56,951 0% 0.28% $1.7M 2025-11-12 $30.48
2025 Q2 ADDED 56,951 +24,172 +73.7% 0.30% $1.7M 2025-08-11 $29.44
2024 Q4 UNCHANGED 32,779 0% 0.18% $875K 2025-02-13 $27.79
2024 Q3 ADDED 32,779 +3,946 +13.7% 0.19% $931K 2024-11-13 $26.86
2024 Q2 REDUCED 27.2% +5.1% 28,833 -10,783 -27.2% 0.19% $780K 2024-08-08 $26.84
2024 Q1 REDUCED 29.0% -0.2% 39,616 -16,155 -29.0% 0.28% $1.1M 2024-05-16 $27.41
2023 Q4 REDUCED 44.5% +4.9% 55,771 -44,762 -44.5% 0.44% $1.4M 2024-02-09 $25.65
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WPWealth LLP and IAPR

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

How long has WPWealth LLP reported owning IAPR?

WPWealth LLP reported IAPR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IAPR position in WPWealth LLP's portfolio?

The largest reported portfolio weight for IAPR was 0.44% in 2023 Q4.

What is the latest reported IAPR position on this page?

The most recent filing on this page is 2025 Q4, when WPWealth LLP reported 55,180 shares, equal to 0.27% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IAPR ownership page compare?

The chart compares WPWealth LLP's quarterly IAPR 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.

How well did WPWealth LLP time their IAPR position?

Based on 13F filing dates vs. subsequent IAPR price moves, WPWealth LLP correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on IAPR relative to SPY over the holding period was -10.3%.

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