WealthPLAN Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PJUL and the CUSIP is 45782C813. A total of 139 filers reported holding INNOVATOR ETFS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q4 2023$2,548,970
+27.7%
70,433
+18.9%
0.26%
+12.9%
Q3 2023$1,995,950
+184.9%
59,227
+189.3%
0.23%
+134.3%
Q2 2023$700,655
-64.4%
20,475
-67.1%
0.10%
-55.8%
Q1 2023$1,969,906
-64.0%
62,260
-64.0%
0.22%
-41.4%
Q4 2022$5,471,248
-12.1%
173,086
-18.1%
0.38%
-11.6%
Q1 2022$6,224,000
+72.3%
211,339
+77.8%
0.43%
+81.5%
Q4 2021$3,613,000
-12.8%
118,843
-12.5%
0.24%
-13.5%
Q3 2021$4,142,000
+286.4%
135,778
+279.6%
0.28%
+266.7%
Q2 2021$1,072,000
-15.0%
35,773
-17.9%
0.08%
-29.9%
Q4 2020$1,261,000
+2.2%
43,5750.0%0.11%
-10.8%
Q3 2020$1,234,000
+2.2%
43,5750.0%0.12%
-4.0%
Q2 2020$1,207,000
+17.3%
43,575
+8.5%
0.12%
-6.7%
Q1 2020$1,029,000
-5.5%
40,1750.0%0.13%
+3.9%
Q4 2019$1,089,000
+2.3%
40,1750.0%0.13%
-11.6%
Q3 2019$1,065,000
+2.9%
40,1750.0%0.15%
-6.4%
Q2 2019$1,035,000
+1.0%
40,1750.0%0.16%
-2.5%
Q1 2019$1,025,000
+1.2%
40,1750.0%0.16%
-1.8%
Q4 2018$1,013,00040,1750.16%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2022
NameSharesValueWeighting ↓
Range Financial Group LLC 486,874$16,407,65410.86%
Compass Advisory Group LLC 427,073$14,392,3607.55%
MILESTONE ASSET MANAGEMENT, LLC 377,399$12,718,3464.45%
Delta Investment Management, LLC 468,907$15,802,1664.38%
Elmwood Wealth Management, Inc. 165,349$5,572,2622.69%
Outlook Wealth Advisors, LLC 183,796$6,193,9252.36%
ODonnell Financial Services, LLC 112,166$3,779,9942.10%
Financial Services Advisory Inc 117,894$3,973,0281.94%
Steward Financial Group LLC 136,367$4,5951.46%
Pillar Wealth Advisors, LLC 49,620$1,672,1941.45%
View complete list of INNOVATOR ETFS TR shareholders