Ownership history in WPWealth LLP · 11 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP reported a position in INNOVATOR ETFS TR (POCT). 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 | 112,812 | -16,503 | -12.8% | 0.78% | $5.0M | $43.92 |
| 2025 Q3 | ADDED | 129,315 | +16,832 | +15.0% | 0.91% | $5.6M | $43.10 |
| 2025 Q2 | REDUCED | 112,483 | -30,991 | -21.6% | 0.84% | $4.6M | $41.30 |
| 2024 Q4 | REDUCED | 143,474 | -2,447 | -1.7% | 1.16% | $5.7M | $39.57 |
As of 2025 Q4 — sorted by position size