Castleview Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 24 filers reported holding INNOVATOR ETFS TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$49,640
-1.0%
1,7940.0%0.05%
+2.2%
Q2 2023$50,142
+4.3%
1,7940.0%0.04%
+4.7%
Q1 2023$48,084
+2.6%
1,7940.0%0.04%
-6.5%
Q4 2022$46,886
+1.9%
1,794
-0.4%
0.05%
+4.5%
Q3 2022$46,000
-99.3%
1,801
+650.4%
0.04%
+633.3%
Q2 2022$6,989,000
+13603.9%
240
-86.6%
0.01%
-81.2%
Q1 2022$51,000
-97.2%
1,790
-96.5%
0.03%
+128.6%
Q4 2021$1,790,000
+3409.8%
51,527
+2751.5%
0.01%
-36.4%
Q2 2021$51,0001,8070.02%
Other shareholders
INNOVATOR ETFS TR shareholders Q2 2021
NameSharesValueWeighting ↓
Tradition Wealth Management, LLC 813,197$23,2612.72%
Outlook Wealth Advisors, LLC 230,258$6,435,6642.43%
TCWP LLC 171,973$4,806,6111.03%
KFG WEALTH MANAGEMENT, LLC 46,587$1,302,1070.76%
Worth Financial Advisory Group, LLC 29,234$817,0840.76%
Castle Rock Wealth Management, LLC 67,527$1,886,3060.64%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 103,994$2,906,6110.41%
MILESTONE ASSET MANAGEMENT, LLC 32,926$920,2750.41%
Brookstone Capital Management 664,390$18,463,4100.37%
Phoenix Wealth Advisors 14,815$414,0760.24%
View complete list of INNOVATOR ETFS TR shareholders