PHILLIPS FINANCIAL MANAGEMENT, LLC - INNOVATOR ETFS TR ownership

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$42,764
-3.9%
1,3920.0%0.00%0.0%
Q2 2023$44,520
+4.1%
1,3920.0%0.00%0.0%
Q1 2023$42,776
+2.7%
1,3920.0%0.00%0.0%
Q4 2022$41,635
+6.8%
1,3920.0%0.00%0.0%
Q3 2022$39,0001,3920.00%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Denver PWM, LLC 90,308$2,254,0001.38%
PERSONAL CFO SOLUTIONS, LLC 124,832$3,116,0000.92%
Valtinson Bruner Financial Planning LLC 14,119$371,0000.26%
Berkshire Money Management, Inc. 38,703$966,0000.21%
Alera Investment Advisors, LLC 11,661$290,0000.15%
MML INVESTORS SERVICES, LLC 259,946$6,488,0000.09%
Kathmere Capital Management, LLC 10,427$260,0000.08%
Archer Investment Corp 2,000$49,917,0000.03%
Cambridge Investment Research Advisors, Inc. 34,532$862,0000.01%
Valeo Financial Advisors, LLC 2,000$50,0000.01%
View complete list of INNOVATOR ETFS TR shareholders