Castleview Partners, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 40 filers reported holding INNOVATOR ETFS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
Tradition Wealth Management, LLC 812,103$23,0192.74%
Outlook Wealth Advisors, LLC 228,086$6,311,1382.41%
Worth Financial Advisory Group, LLC 29,234$808,9050.73%
KFG WEALTH MANAGEMENT, LLC 45,465$1,258,0260.68%
Castle Rock Wealth Management, LLC 65,836$1,821,6820.61%
Phoenix Wealth Advisors 14,815$409,9310.24%
RETIREMENT GUYS FORMULA LLC 11,729$324,5410.23%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 59,383$1,643,1280.22%
Truadvice, LLC 17,912$505,7420.20%
MILESTONE ASSET MANAGEMENT, LLC 15,190$419,5720.15%
View complete list of INNOVATOR ETFS TR shareholders