Sugarloaf Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is BSEP and the CUSIP is 45782C664. A total of 83 filers reported holding INNOVATOR ETFS TR in Q3 2023. 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$118,846
+64.3%
3,531
+68.1%
0.03%
+76.5%
Q2 2023$72,348
+7.3%
2,1000.0%0.02%0.0%
Q1 2023$67,445
+5.9%
2,1000.0%0.02%
+6.2%
Q4 2022$63,693
+4.4%
2,1000.0%0.02%0.0%
Q3 2022$61,0002,1000.02%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lantz Financial LLC 311,932$10,499,6314.18%
Vantage Financial Partners, LLC 224,030$7,540,8502.96%
Berkshire Money Management, Inc. 461,809$15,544,4912.35%
Valtinson Bruner Financial Planning LLC 77,238$2,599,8311.42%
Sageworth Trust Co 501,921$16,894,6601.24%
Diligent Investors, LLC 94,490$3,180,5330.97%
CAPITAL WEALTH MANAGEMENT, LLC 47,061$1,584,0730.87%
DHJJ Financial Advisors, Ltd. 44,356$1,493,0230.76%
Maltin Wealth Management, Inc. 29,592$996,0670.70%
Outlook Wealth Advisors, LLC 50,883$1,712,7220.65%
View complete list of INNOVATOR ETFS TR shareholders