INNOVATOR ETFS TRUST

Ticker: PSEP CUSIP: 45782C656 Class: US EQTY PWR BUF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,538 Value ($000) $854 Avg Close Range
Q3 2025
Shares 21,005 Value ($000) $902 Avg Close Range
Q2 2025
Shares 13,476 Value ($000) $551 Avg Close Range
Q1 2025
Shares 14,638 Value ($000) $562 Avg Close Range
Q4 2024
Shares 14,625 Value ($000) $572 Avg Close Range
Q3 2024
Shares 38,600 Value ($000) $1,487 Avg Close Range
Q2 2024
Shares 28,600 Value ($000) $1,072 Avg Close Range
Q1 2024
Shares 30,412 Value ($000) $1,110 Avg Close Range
Q4 2023
Shares 71,985 Value ($000) $2,502 Avg Close Range
Q3 2023
Shares 78,499 Value ($000) $2,543 Avg Close Range
Q2 2023
Shares 77,129 Value ($000) $2,523 Avg Close Range
Q1 2023
Shares 79,234 Value ($000) $2,431 Avg Close Range
Q4 2022
Shares 97,077 Value ($000) $2,840 Avg Close Range
Q3 2022
Shares 97,278 Value ($000) $2,705 Avg Close Range
Q4 2021
Shares 7,256 Value ($000) $221 Avg Close Range
Q3 2020
Shares 8,217 Value ($000) $216 Avg Close Range