AWM
SPUT

AE Wealth Management’s Innovator Equity Premium Income - Daily PutWrite ETF SPUT Stock Holding History

AE Wealth Management’s Portfolio SPUT Stock Details SPUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1K Buy
924
+11
+1% +$308 ﹤0.01% 2207
2026
Q1 		$24.2K Buy
913
+11
+1% +$298 ﹤0.01% 2111
2025
Q4 		$24.6K Buy
902
+10
+1% +$272 ﹤0.01% 1993
2025
Q3 		$24.1K Buy
+892
New +$23.6K ﹤0.01% 1862

Other funds holding SPUT

BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's SPUT Position: Q2 2026 in Review

AE Wealth Management increased its Innovator Equity Premium Income - Daily PutWrite ETF (SPUT) stake by 1.2% in Q2 2026, buying an estimated $308 and bringing the position to 924 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

AE Wealth Management first reported a position in SPUT in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold SPUT as of Q2 2026.

  • AE Wealth Management held 924 shares of Innovator Equity Premium Income - Daily PutWrite ETF worth $26.1K as of Q2 2026.
  • AE Wealth Management bought 11 Innovator Equity Premium Income - Daily PutWrite ETF shares in Q2 2026, an estimated $308.
  • Innovator Equity Premium Income - Daily PutWrite ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2207 holding.
  • AE Wealth Management first reported a position in Innovator Equity Premium Income - Daily PutWrite ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Premium Income - Daily PutWrite ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.