WealthPLAN Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PSEP and the CUSIP is 45782C656. A total of 76 filers reported holding INNOVATOR ETFS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2023$194,461
-18.6%
5,945
-23.6%
0.03%
+3.7%
Q1 2023$238,874
+4.1%
7,786
+4.3%
0.03%
+68.8%
Q4 2022$229,573
-99.1%
7,466
-99.1%
0.02%
-99.2%
Q1 2021$25,165,000
+6.5%
865,066
+3.2%
1.95%
-2.7%
Q4 2020$23,626,000
+34.7%
838,384
+29.7%
2.01%
+17.4%
Q3 2020$17,540,000646,2821.71%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2020
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 350,621$9,789,0009.25%
Valtinson Bruner Financial Planning LLC 357,205$10,023,0006.29%
Outlook Wealth Advisors, LLC 443,957$12,395,0004.51%
Silicon Hills Wealth Management, LLC 108,277$3,023,0002.74%
WealthPLAN Partners, LLC 838,384$23,626,0002.01%
PERSONAL CFO SOLUTIONS, LLC 280,047$7,819,0001.94%
Sageworth Trust Co 690,956$19,291,0001.76%
Bellwether Advisors, LLC 136,516$3,811,0001.68%
GILL CAPITAL PARTNERS, LLC 84,795$2,367,0001.41%
Bluesphere Advisors, LLC 22,000$614,0000.66%
View complete list of INNOVATOR ETFS TR shareholders