Transform Wealth, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PMAY and the CUSIP is 45782C318. A total of 80 filers reported holding INNOVATOR ETFS TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$263,466
-24.0%
8,925
-23.2%
0.03%
-9.7%
Q2 2023$346,678
-75.0%
11,614
-75.9%
0.03%
-76.3%
Q1 2023$1,387,281
-89.0%
48,136
-89.2%
0.13%
-90.7%
Q4 2022$12,559,657
+68.2%
447,122
+63.6%
1.41%
+26.7%
Q2 2022$7,465,000
-12.1%
273,340
-5.3%
1.11%
+7.0%
Q2 2021$8,497,000
-14.9%
288,719
-23.1%
1.04%
-39.3%
Q2 2020$9,979,000375,5051.71%
Other shareholders
INNOVATOR ETFS TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wealthquest Corp 1,834,970$50,113,0007.56%
ACUTE INVESTMENT ADVISORY, LLC 163,779$4,473,0003.48%
MACROVIEW INVESTMENT MANAGEMENT LLC 67,301$1,838,0003.00%
Southland Equity Partners LLC 166,963$4,559,7762.08%
Pinnacle Wealth Management Group, Inc. 72,315$1,975,0001.65%
Castle Rock Wealth Management, LLC 88,731$2,474,0001.26%
GILL CAPITAL PARTNERS, LLC 86,176$2,641,0001.16%
Crown Wealth Group, LLC 45,900$1,254,0001.14%
Transform Wealth, LLC 273,340$7,465,0001.11%
RETIREMENT GUYS FORMULA LLC 34,193$934,0000.96%
View complete list of INNOVATOR ETFS TR shareholders