Sugarloaf Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is KAPR and the CUSIP is 45782C342. A total of 83 filers reported holding INNOVATOR ETFS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2024$161,916
+59.5%
5,257
+61.4%
0.03%
+57.1%
Q1 2024$101,519
+6.8%
3,2580.0%0.02%
-8.7%
Q4 2023$95,044
+9.1%
3,2580.0%0.02%
+4.5%
Q3 2023$87,152
-2.9%
3,2580.0%0.02%
+4.8%
Q2 2023$89,7253,2580.02%
Other shareholders
INNOVATOR ETFS TR shareholders Q2 2023
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 174,501$5,374,6312.39%
Valtinson Bruner Financial Planning LLC 156,584$4,822,7871.91%
PERSONAL CFO SOLUTIONS, LLC 347,753$10,710,8021.65%
CORRADO ADVISORS, LLC 52,341$1,612,1031.04%
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 97,164$2,992,6510.77%
Pillar Wealth Advisors, LLC 17,383$535,3960.64%
FSA Advisors, Inc. 17,971$553,5070.58%
PRIVATE CLIENT SERVICES, LLC 28,228$869,4220.55%
Tradition Wealth Management, LLC 147,464$4,541,8910.44%
Prairie Wealth Advisors, Inc. 25,313$779,6450.40%
View complete list of INNOVATOR ETFS TR shareholders