TFO Wealth Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PJUL and the CUSIP is 45782C813. A total of 84 filers reported holding INNOVATOR ETFS TR in Q4 2021. 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$159,4310.0%4,6590.0%0.03%
-2.9%
Q2 2023$159,431
+8.2%
4,6590.0%0.03%
+6.2%
Q1 2023$147,411
-44.8%
4,659
-48.1%
0.03%
-48.4%
Q4 2022$266,872
+100.7%
8,977
+92.7%
0.06%
+87.9%
Q3 2022$133,000
-2.9%
4,6590.0%0.03%
+6.5%
Q2 2022$137,000
-4.2%
4,6590.0%0.03%
+10.7%
Q1 2022$143,000
+0.7%
4,6590.0%0.03%
+3.7%
Q4 2021$142,000
+2.2%
4,6590.0%0.03%0.0%
Q3 2021$139,000
+0.7%
4,6590.0%0.03%0.0%
Q2 2021$138,000
+0.7%
4,6590.0%0.03%
-34.1%
Q1 2021$137,000
+2.2%
4,6590.0%0.04%
-4.7%
Q4 2020$134,0004,6590.04%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2021
NameSharesValueWeighting ↓
Elmwood Wealth Management, Inc. 81,179$2,491,0001.28%
Dixon Hughes Goodman Wealth Advisors LLC 135,546$4,159,0001.19%
GILL CAPITAL PARTNERS, LLC 56,995$1,749,0000.77%
Lineweaver Wealth Advisors, LLC 63,100$1,935,0000.55%
Pensionmark Financial Group, LLC 83,101$2,550,0000.53%
BCS Wealth Management 36,711$1,126,0000.47%
WealthPLAN Partners, LLC 211,339$6,224,0000.43%
WealthPlan Investment Management, LLC 211,339$6,224,0000.43%
Pillar Wealth Advisors, LLC 12,564$385,0000.37%
BECK CAPITAL MANAGEMENT, LLC 33,702$1,034,0000.32%
View complete list of INNOVATOR ETFS TR shareholders