Transform Wealth, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is BSEP and the CUSIP is 45782C664. A total of 81 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
Q4 2022$264,660
-49.2%
8,726
-52.1%
0.03%
-55.9%
Q3 2022$521,000
+0.6%
18,199
+2.8%
0.07%
-11.7%
Q2 2022$518,000
-6.7%
17,707
+4.1%
0.08%
+24.2%
Q1 2022$555,000
+12.1%
17,002
+14.8%
0.06%
+19.2%
Q4 2021$495,000
-65.1%
14,808
-67.4%
0.05%
-68.1%
Q3 2021$1,418,000
+33.6%
45,388
+30.4%
0.16%
-23.5%
Q1 2021$1,061,000
-2.7%
34,804
-6.9%
0.21%
-6.6%
Q4 2020$1,090,00037,4030.23%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lantz Financial LLC 311,932$10,499,6314.18%
Vantage Financial Partners, LLC 224,030$7,540,8502.96%
Berkshire Money Management, Inc. 461,809$15,544,4912.35%
Valtinson Bruner Financial Planning LLC 77,238$2,599,8311.42%
Sageworth Trust Co 501,921$16,894,6601.24%
Diligent Investors, LLC 94,490$3,180,5330.97%
CAPITAL WEALTH MANAGEMENT, LLC 47,061$1,584,0730.87%
DHJJ Financial Advisors, Ltd. 44,356$1,493,0230.76%
Maltin Wealth Management, Inc. 29,592$996,0670.70%
Outlook Wealth Advisors, LLC 50,883$1,712,7220.65%
View complete list of INNOVATOR ETFS TR shareholders