PERSONAL CFO SOLUTIONS, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is KJUL and the CUSIP is 45782C284. A total of 2 filers reported holding INNOVATOR ETFS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$9,660,447
+2439.1%
386,109
+2358.8%
1.91%
+2256.8%
Q4 2022$380,462
+26.0%
15,703
+20.2%
0.08%
+6.6%
Q3 2022$302,000
+28.5%
13,065
+30.0%
0.08%
+38.2%
Q2 2022$235,000
-97.3%
10,052
-97.1%
0.06%
-96.8%
Q1 2022$8,794,000
+0.0%
341,936
+2.9%
1.73%
+5.4%
Q4 2021$8,790,000
+5.1%
332,167
+3.7%
1.64%
-4.0%
Q3 2021$8,366,000
+0.3%
320,455
+2.2%
1.71%
+0.4%
Q2 2021$8,342,000313,5571.71%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Maltin Wealth Management, Inc. 150,855$3,736,1652.69%
Pillar Wealth Advisors, LLC 37,692$933,5030.93%
Tradition Wealth Management, LLC 215,117$5,7120.71%
WorthPointe, LLC 29,880$740,0180.48%
GILL CAPITAL PARTNERS, LLC 34,857$863,2890.39%
Accuvest Global Advisors 29,432$729,0000.33%
Compass Advisory Group LLC 19,216$475,9150.28%
Marcum Wealth, LLC 81,042$2,007,1350.25%
DHJJ Financial Advisors, Ltd. 17,756$439,7560.24%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 31,679$784,5810.24%
View complete list of INNOVATOR ETFS TR shareholders