Ownership history in WPWealth LLP · 4 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP reported a position in INNOVATOR ETFS TRUST (NAUG). 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 Q3 | REDUCED | 17,054 | -281 | -1.6% | 0.08% | $494K | $28.95 |
| 2025 Q2 | UNCHANGED | 17,335 | — | 0% | 0.09% | $477K | $27.53 |
| 2024 Q4 | UNCHANGED | 17,335 | — | 0% | 0.09% | $446K | $25.75 |
| 2024 Q3 | INITIATED | 17,335 | — | — | 0.09% | $433K | $24.98 |
As of 2025 Q4 — sorted by position size