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 (IJAN). 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 | 99,968 | -6,891 | -6.4% | 0.57% | $3.6M | $36.16 |
| 2025 Q3 | REDUCED | 106,859 | -1,837 | -1.7% | 0.61% | $3.8M | $35.19 |
| 2025 Q2 | ADDED | 108,696 | +1,123 | +1.0% | 0.67% | $3.7M | $34.21 |
| 2024 Q4 | ADDED | 107,573 | +65,609 | +156.3% | 0.66% | $3.3M | $30.23 |
| 2024 Q3 | REDUCED | 41,964 | -5,566 | -11.7% | 0.29% | $1.4M | $32.97 |
| 2024 Q2 | UNCHANGED | 47,530 | — | 0% | 0.36% | $1.5M | $31.41 |
| 2024 Q1 | ADDED | 47,530 | +2,298 | +5.1% | 0.38% | $1.5M | $31.28 |
| 2023 Q4 | ADDED | 45,232 | +37,318 | +471.5% | 0.43% | $1.4M | $30.40 |
| 2023 Q3 | UNCHANGED | 7,914 | — | 0% | 0.10% | $231K | $27.86 |
| 2023 Q1 | REDUCED | 7,914 | -15,915 | -66.8% | 0.10% | $225K | $28.45 |
As of 2025 Q4 — sorted by position size