Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P INVT GRD PFD
-
Total 13F shares
-
271,965
-
Share change
-
+14,403
-
Total reported value
-
$4,815,979
-
Price per share
-
$17.59
-
Number of holders
-
7
-
Value change
-
+$256,598
-
Number of buys
-
2
-
Number of sells
-
3
Institutional Holders of INNOVATOR ETFS TRUST - S&P INVT GRD PFD (EPRF) as of Q4 2025
As of 31 Dec 2025,
INNOVATOR ETFS TRUST - S&P INVT GRD PFD (EPRF) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
271,965 shares.
The largest 7 holders included
WEBSTERROGERS FINANCIAL ADVISORS, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Madrona Financial Services, LLC, Jaffetilchin Investment Partners, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, NVWM, LLC, and Sound Income Strategies, LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.