Sugarloaf Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PFEB and the CUSIP is 45782C417. A total of 68 filers reported holding INNOVATOR ETFS TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$200,861
-1.1%
6,5950.0%0.05%
+6.2%
Q2 2023$203,060
+5.3%
6,5950.0%0.05%
+2.1%
Q1 2023$192,772
+863.9%
6,595
+779.3%
0.05%
+840.0%
Q2 2022$20,000
-9.1%
7500.0%0.01%0.0%
Q1 2022$22,0000.0%7500.0%0.01%0.0%
Q4 2021$22,000
+4.8%
7500.0%0.01%
-16.7%
Q3 2021$21,0000.0%7500.0%0.01%0.0%
Q2 2021$21,0000.0%750
-94.7%
0.01%0.0%
Q1 2021$21,00014,0450.01%
Other shareholders
INNOVATOR ETFS TR shareholders Q2 2021
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 194,773$5,564,0003.12%
Maltin Wealth Management, Inc. 117,035$3,344,0002.05%
Berkshire Money Management, Inc. 432,038$12,343,0001.96%
Southland Equity Partners LLC 107,517$3,071,5891.41%
Bellwether Advisors, LLC 113,555$3,244,0001.08%
WealthPLAN Partners, LLC 495,800$14,403,0000.96%
Better Money Decisions, LLC 35,327$1,009,0000.83%
Pensionmark Financial Group, LLC 91,082$2,602,0000.59%
GILL CAPITAL PARTNERS, LLC 35,372$1,011,0000.46%
DFPG INVESTMENTS, LLC 35,110$1,013,0000.38%
View complete list of INNOVATOR ETFS TR shareholders