TFO Wealth Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PDEC and the CUSIP is 45782C540. A total of 68 filers reported holding INNOVATOR ETFS TR in Q1 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$289,8690.0%8,7100.0%0.06%0.0%
Q2 2023$289,869
+5.8%
8,7100.0%0.06%
+1.7%
Q1 2023$273,930
+319.3%
8,710
+256.1%
0.06%
+300.0%
Q4 2022$65,333
-73.7%
2,446
-71.9%
0.02%
-75.8%
Q3 2022$248,000
-0.8%
8,7100.0%0.06%
+10.7%
Q2 2022$250,000
-8.1%
8,7100.0%0.06%
+3.7%
Q1 2022$272,000
-0.7%
8,7100.0%0.05%
+1.9%
Q4 2021$274,000
+2.2%
8,7100.0%0.05%0.0%
Q3 2021$268,000
+0.8%
8,7100.0%0.05%0.0%
Q2 2021$266,000
+2.7%
8,7100.0%0.05%
-32.1%
Q1 2021$259,000
+2.4%
8,7100.0%0.08%
-2.5%
Q4 2020$253,0008,7100.08%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2021
NameSharesValueWeighting ↓
Crown Wealth Group, LLC 333,026$10,776,7218.10%
Strategic Wealth Partners Group, LLC 1,074,451$34,769,2465.16%
Compass Advisory Group LLC 160,644$5,198,4402.73%
YARGER WEALTH STRATEGIES, LLC 75,541$2,444,5072.08%
CORRADO ADVISORS, LLC 84,520$2,735,0681.88%
Pillar Wealth Advisors, LLC 64,887$2,099,7431.82%
MBL Wealth, LLC 369,273$11,949,6751.68%
Global Strategic Investment Solutions, LLC 398,503$12,895,5571.66%
KFG WEALTH MANAGEMENT, LLC 72,479$2,345,4241.27%
MILESTONE ASSET MANAGEMENT, LLC 76,329$2,465,4270.86%
View complete list of INNOVATOR ETFS TR shareholders