IMAY — INNOVATOR ETFS TRUST

Ownership history in WPWealth LLP  ·  3 quarters on record

This page tracks every 13F SEC filing in which WPWealth LLP reported a position in INNOVATOR ETFS TRUST (IMAY). 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 Q2)
Avg. % of fund
0.18%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 37,355 — 0% 0.17% $1.1M $29.90
2025 Q3 ADDED 37,355 +41 +0.1% 0.18% $1.1M $29.04
2025 Q2 INITIATED 37,314 — — 0.19% $1.1M $28.24
% of Fund (quarterly)    IMAY price (monthly, adj. close)

Other funds also holding IMAY

As of 2025 Q4 — sorted by position size

CORRADO ADVISORS, LLC 3Y 7Y 0.68% WEALTHGARDEN F.S. LLC 0.17% DHJJ Financial Advisors, Ltd. 3Y 0.12% Americana Partners, LLC 3Y 0.12% Diligent Investors, LLC 3Y 7Y 0.05% Beacon Financial Advisory LLC 3Y 0.05% WEALTH ALLIANCE, LLC 3Y 0.04% FIDUCIARY FINANCIAL GROUP, LLC 0.04% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% PFG Advisors 3Y 7Y 0.02%
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