Trek Financial, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PMAY and the CUSIP is 45782C318. A total of 147 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$570,858
-10.0%
19,338
-9.0%
0.05%
-7.1%
Q2 2023$634,163
+12.5%
21,245
+8.7%
0.06%
+5.7%
Q1 2023$563,489
-1.4%
19,552
-3.9%
0.05%
-7.0%
Q4 2022$571,547
-32.8%
20,347
-35.9%
0.06%
-36.0%
Q3 2022$850,000
+10.5%
31,727
+12.7%
0.09%
+14.1%
Q2 2022$769,00028,1630.08%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthquest Corp 1,834,970$50,113,0007.56%
ACUTE INVESTMENT ADVISORY, LLC 163,779$4,473,0003.48%
MACROVIEW INVESTMENT MANAGEMENT LLC 67,301$1,838,0003.00%
Southland Equity Partners LLC 166,963$4,559,7762.08%
Pinnacle Wealth Management Group, Inc. 72,315$1,975,0001.65%
Castle Rock Wealth Management, LLC 88,731$2,474,0001.26%
GILL CAPITAL PARTNERS, LLC 86,176$2,641,0001.16%
Crown Wealth Group, LLC 45,900$1,254,0001.14%
Transform Wealth, LLC 273,340$7,465,0001.11%
RETIREMENT GUYS FORMULA LLC 34,193$934,0000.96%
View complete list of INNOVATOR ETFS TR shareholders