Ownership history in WPWealth LLP · 10 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP reported a position in INNOVATOR ETFS TR (IAPR). 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 55,180 | -1,771 | -3.1% | 0.27% | $1.7M | $30.84 |
| 2025 Q3 | UNCHANGED | 56,951 | — | 0% | 0.28% | $1.7M | $30.07 |
| 2025 Q2 | ADDED | 56,951 | +24,172 | +73.7% | 0.30% | $1.7M | $29.24 |
| 2024 Q4 | UNCHANGED | 32,779 | — | 0% | 0.18% | $875K | $26.70 |
| 2024 Q3 | ADDED | 32,779 | +3,946 | +13.7% | 0.19% | $931K | $28.42 |
| 2024 Q2 | REDUCED | 28,833 | -10,783 | -27.2% | 0.19% | $780K | $27.04 |
| 2024 Q1 | REDUCED | 39,616 | -16,155 | -29.0% | 0.28% | $1.1M | $27.16 |
| 2023 Q4 | REDUCED | 55,771 | -44,762 | -44.5% | 0.44% | $1.4M | $25.73 |
| 2023 Q3 | REDUCED | 100,533 | -6,384 | -6.0% | 1.07% | $2.5M | $24.15 |
| 2023 Q1 | INITIATED | 106,917 | — | — | 1.21% | $2.6M | $24.51 |
As of 2025 Q4 — sorted by position size