WealthPLAN Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PFEB and the CUSIP is 45782C417. A total of 87 filers reported holding INNOVATOR ETFS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2023$28,912
+5.3%
9390.0%0.00%
+33.3%
Q1 2023$27,447
-90.2%
939
-90.2%
0.00%
-85.0%
Q4 2022$279,592
-92.3%
9,588
-92.6%
0.02%
-92.0%
Q1 2022$3,621,000
-68.6%
129,330
-67.2%
0.25%
-67.0%
Q4 2021$11,536,000
-19.9%
393,745
-20.6%
0.76%
-20.7%
Q3 2021$14,403,000
-46.4%
495,800
-47.1%
0.96%
-49.3%
Q2 2021$26,860,000
+0.4%
938,022
-2.1%
1.89%
-8.9%
Q1 2021$26,740,000
+17.1%
957,927
+13.1%
2.08%
+6.8%
Q4 2020$22,841,000
+2726.9%
846,928
+2600.8%
1.94%
+2358.2%
Q3 2020$808,000
+128.2%
31,358
+122.9%
0.08%
+113.5%
Q2 2020$354,00014,0710.04%
Other shareholders
INNOVATOR ETFS TR shareholders Q2 2022
NameSharesValueWeighting ↓
Maltin Wealth Management, Inc. 108,624$3,175,0001.91%
Straight Path Wealth Management 56,031$1,638,0001.43%
Southland Equity Partners LLC 103,345$3,020,7741.24%
Bellwether Advisors, LLC 109,535$3,201,0001.00%
Better Money Decisions, LLC 34,891$1,020,0000.86%
WealthPLAN Partners, LLC 393,745$11,536,0000.76%
Pensionmark Financial Group, LLC 90,017$2,629,0000.55%
Castle Rock Wealth Management, LLC 37,420$1,092,0000.44%
DFPG INVESTMENTS, LLC 35,110$1,028,0000.43%
GILL CAPITAL PARTNERS, LLC 31,593$923,0000.41%
View complete list of INNOVATOR ETFS TR shareholders