Transform Wealth, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PMAY and the CUSIP is 45782C318. A total of 103 filers reported holding INNOVATOR ETFS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
Castle Rock Wealth Management, LLC 88,731$2,703,0001.24%
GILL CAPITAL PARTNERS, LLC 86,176$2,641,0001.16%
Pinnacle Wealth Management Group, Inc. 48,265$1,479,0001.11%
Tradition Wealth Management, LLC 243,135$7,301,0000.93%
Karp Capital Management Corp 167,381$5,130,0000.75%
RETIREMENT GUYS FORMULA LLC 34,193$1,048,0000.70%
WealthPlan Investment Management, LLC 317,124$9,115,0000.63%
WealthPLAN Partners, LLC 317,124$9,115,0000.63%
Vishria Bird Financial Group, LLC 32,186$987,0000.54%
DHJJ Financial Advisors, Ltd. 31,935$979,0000.47%
View complete list of INNOVATOR ETFS TR shareholders