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 (PMAR). 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 | 46,719 | -3,205 | -6.4% | 0.33% | $2.1M | $44.94 |
| 2025 Q3 | REDUCED | 49,924 | -3,180 | -6.0% | 0.36% | $2.2M | $43.91 |
| 2025 Q2 | ADDED | 53,104 | +38,314 | +259.1% | 0.40% | $2.2M | $42.23 |
| 2024 Q4 | ADDED | 14,790 | +8,493 | +134.9% | 0.12% | $594K | $40.19 |
As of 2025 Q4 — sorted by position size