Transform Wealth, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PSEP and the CUSIP is 45782C656. A total of 135 filers reported holding INNOVATOR ETFS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 230,783$7,013,0002.06%
Pillar Wealth Advisors, LLC 68,547$2,083,0001.98%
GILL CAPITAL PARTNERS, LLC 127,021$3,860,0001.70%
Better Money Decisions, LLC 58,736$1,785,0001.50%
Bellwether Advisors, LLC 138,496$4,208,0001.31%
Valtinson Bruner Financial Planning LLC 58,365$1,774,0000.97%
Sageworth Trust Co 390,772$11,875,0000.92%
CORRADO ADVISORS, LLC 43,312$1,316,0000.79%
Camelot Portfolios, LLC 61,944$1,882,0000.76%
BCS Wealth Management 61,842$1,879,0000.67%
View complete list of INNOVATOR ETFS TR shareholders