TFO Wealth Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PMAY and the CUSIP is 45782C318. A total of 71 filers reported holding INNOVATOR ETFS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$294,7090.0%9,8730.0%0.06%0.0%
Q2 2023$294,709
+3.6%
9,8730.0%0.06%0.0%
Q1 2023$284,540
+117.1%
9,873
+82.5%
0.06%
+106.7%
Q4 2022$131,077
-50.5%
5,410
-45.2%
0.03%
-54.5%
Q3 2022$265,000
-1.9%
9,8730.0%0.07%
+8.2%
Q2 2022$270,000
-10.9%
9,8730.0%0.06%
+1.7%
Q1 2022$303,000
+1.0%
9,8730.0%0.06%
+3.4%
Q4 2021$300,000
+3.1%
9,8730.0%0.06%0.0%
Q3 2021$291,000
+0.3%
9,8730.0%0.06%
+1.8%
Q2 2021$290,000
+1.8%
9,8730.0%0.06%
-33.7%
Q1 2021$285,000
+1.8%
9,8730.0%0.09%
-3.4%
Q4 2020$280,0009,8730.09%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2021
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