TFO Wealth Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is KAPR and the CUSIP is 45782C342. A total of 75 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$80,6920.0%2,9300.0%0.02%0.0%
Q2 2023$80,692
+3.5%
2,9300.0%0.02%0.0%
Q1 2023$77,938
-71.9%
2,930
-70.3%
0.02%
-73.4%
Q4 2022$277,333
+296.2%
9,873
+237.0%
0.06%
+276.5%
Q3 2022$70,000
-1.4%
2,9300.0%0.02%
+6.2%
Q2 2022$71,000
-10.1%
2,9300.0%0.02%0.0%
Q1 2022$79,000
-1.2%
2,9300.0%0.02%
+6.7%
Q4 2021$80,0000.0%2,9300.0%0.02%
-6.2%
Q3 2021$80,000
-1.2%
2,9300.0%0.02%0.0%
Q2 2021$81,000
+2.5%
2,9300.0%0.02%
-33.3%
Q1 2021$79,0000.0%2,9300.0%0.02%
-4.0%
Q4 2020$79,0002,9300.02%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 231,319$5,849,7802.95%
Valtinson Bruner Financial Planning LLC 166,466$4,317,9282.50%
PERSONAL CFO SOLUTIONS, LLC 325,718$8,237,0171.74%
Pillar Wealth Advisors, LLC 26,886$679,9150.66%
ACAS, LLC 11,520$291,3270.45%
Epic Trust Investment Advisors, LLC 11,545$2920.44%
Arlington Capital Management, Inc. 12,451$314,8710.35%
My Personal CFO, LLC 5,339$347,2410.32%
DHJJ Financial Advisors, Ltd. 18,204$460,3570.26%
Accuvest Global Advisors 28,680$725,0000.24%
View complete list of INNOVATOR ETFS TR shareholders