Sugarloaf Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is BAPR and the CUSIP is 45782C888. A total of 60 filers reported holding INNOVATOR ETFS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$545,461
-2.3%
15,5980.0%0.14%
+5.3%
Q2 2023$558,270
+6.6%
15,5980.0%0.13%
+1.6%
Q1 2023$523,469
+12.5%
15,598
+4.0%
0.13%
+10.3%
Q4 2022$465,434
+6.5%
15,0000.0%0.12%
+4.5%
Q3 2022$437,000
-2.7%
15,0000.0%0.11%0.0%
Q2 2022$449,000
-11.8%
15,0000.0%0.11%
-7.4%
Q1 2022$509,000
+1.6%
15,0000.0%0.12%
+1.7%
Q4 2021$501,000
+5.0%
15,0000.0%0.12%
-4.8%
Q3 2021$477,00015,0000.12%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2022
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 157,917$5,271,0002.89%
Wealthquest Corp 492,271$16,432,0002.52%
Maltin Wealth Management, Inc. 95,851$3,200,0001.92%
INTEGRAL INVESTMENT ADVISORS, INC. 79,477$2,653,0001.91%
My Personal CFO, LLC 57,400$1,916,0001.67%
DHJJ Financial Advisors, Ltd. 33,949$1,133,0000.53%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 31,990$1,068,0000.28%
Southland Equity Partners LLC 18,743$625,6450.26%
Bellwether Advisors, LLC 22,773$760,0000.24%
XML Financial, LLC 58,407$1,950,0000.24%
View complete list of INNOVATOR ETFS TR shareholders