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 (PMAY). 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 | 99,092 | -25,343 | -20.4% | 0.61% | $3.9M | $39.59 |
| 2025 Q3 | REDUCED | 124,435 | -29,429 | -19.1% | 0.79% | $4.8M | $38.90 |
| 2025 Q2 | INITIATED | 153,864 | — | — | 1.05% | $5.8M | $37.79 |
As of 2025 Q4 — sorted by position size