Transform Wealth, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PSEP and the CUSIP is 45782C656. A total of 76 filers reported holding INNOVATOR ETFS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2023$9,090,276
-66.8%
277,905
-68.9%
0.82%
-68.4%
Q1 2023$27,401,646
+4854.6%
893,144
+4624.1%
2.58%
+4067.7%
Q4 2022$553,050
-62.4%
18,906
-64.2%
0.06%
-67.5%
Q3 2022$1,469,000
+6.7%
52,834
+7.8%
0.19%
-6.8%
Q2 2022$1,377,000
-95.7%
48,992
-95.4%
0.20%
-94.3%
Q1 2022$32,322,000
+8519.2%
1,074,891
+8605.0%
3.62%
+9189.7%
Q4 2021$375,000
-14.8%
12,348
-18.4%
0.04%
-22.0%
Q3 2021$440,000
-98.1%
15,130
-98.3%
0.05%
-98.7%
Q3 2020$23,558,000896,4273.80%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,444,278$44,310,44915.04%
Joseph Group Capital Management 368,987$11,320,5219.93%
ALTFEST L J & CO INC 1,193,156$36,6065.74%
Crown Wealth Group, LLC 177,958$5,459,7514.57%
YARGER WEALTH STRATEGIES, LLC 111,797$3,429,9323.76%
Outlook Wealth Advisors, LLC 212,336$6,514,4822.90%
Transform Wealth, LLC 893,144$27,401,6462.58%
Pillar Wealth Advisors, LLC 83,481$2,561,1972.55%
Steward Financial Group LLC 192,514$5,9061.97%
Delta Investment Management, LLC 193,073$5,923,4801.70%
View complete list of INNOVATOR ETFS TR shareholders