WA
SPUT

Waverly Advisors’s Innovator Equity Premium Income - Daily PutWrite ETF SPUT Stock Holding History

Waverly Advisors’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
Q1 		$258K Buy
9,732
+7,349
+308% +$199K ﹤0.01% 1384
2025
Q4 		$65K Buy
+2,383
New +$64.7K ﹤0.01% 1443

Other funds holding SPUT

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $95.5M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Waverly Advisors's SPUT Position: Q1 2026 in Review

Waverly Advisors increased its Innovator Equity Premium Income - Daily PutWrite ETF (SPUT) stake by 308% in Q1 2026, buying an estimated $199K and bringing the position to 9,732 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Waverly Advisors first reported a position in SPUT in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SPUT as of Q1 2026.

  • Waverly Advisors held 9,732 shares of Innovator Equity Premium Income - Daily PutWrite ETF worth $258K as of Q1 2026.
  • Waverly Advisors bought 7,349 Innovator Equity Premium Income - Daily PutWrite ETF shares in Q1 2026, an estimated $199K.
  • Innovator Equity Premium Income - Daily PutWrite ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1384 holding.
  • Waverly Advisors first reported a position in Innovator Equity Premium Income - Daily PutWrite ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Innovator Equity Premium Income - Daily PutWrite ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.