TFO Wealth Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is KJUL and the CUSIP is 45782C284. A total of 52 filers reported holding INNOVATOR ETFS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$138,9830.0%5,4100.0%0.03%0.0%
Q2 2023$138,983
+3.7%
5,4100.0%0.03%0.0%
Q1 2023$133,987
+129984.5%
5,410
+540900.0%
0.03%
Q4 2022$103
-99.9%
1
-100.0%
0.00%
-100.0%
Q3 2022$125,000
-0.8%
5,4100.0%0.03%
+10.7%
Q2 2022$126,000
-9.4%
5,4100.0%0.03%0.0%
Q1 2022$139,000
-1.4%
5,4100.0%0.03%
+3.7%
Q4 2021$141,0000.0%5,4100.0%0.03%
-3.6%
Q3 2021$141,000
-2.1%
5,4100.0%0.03%0.0%
Q2 2021$144,000
+0.7%
5,4100.0%0.03%
-34.9%
Q1 2021$143,000
+2.1%
5,4100.0%0.04%
-4.4%
Q4 2020$140,0005,4100.04%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2022
NameSharesValueWeighting ↓
PERSONAL CFO SOLUTIONS, LLC 341,936$8,794,0001.73%
AVALON CAPITAL MANAGEMENT 145,151$3,567,0001.37%
Tradition Wealth Management, LLC 373,770$10,021,0001.28%
GILL CAPITAL PARTNERS, LLC 34,461$886,0000.39%
Pillar Wealth Advisors, LLC 13,014$335,0000.32%
Marcum Wealth, LLC 76,211$1,960,0000.27%
Dixon Hughes Goodman Wealth Advisors LLC 35,630$916,0000.26%
DHJJ Financial Advisors, Ltd. 19,423$501,0000.24%
Diligent Investors, LLC 26,894$692,0000.20%
Fragasso Group Inc. 63,500$1,633,0000.19%
View complete list of INNOVATOR ETFS TR shareholders