XML Financial, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 53 filers reported holding INNOVATOR ETFS TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$271,309
+1.5%
7,9890.0%0.03%
+6.5%
Q2 2023$267,394
+5.8%
7,9890.0%0.03%0.0%
Q1 2023$252,695
+5.2%
7,9890.0%0.03%
+3.3%
Q4 2022$240,232
+6.3%
7,989
+1.3%
0.03%
-3.2%
Q3 2022$226,000
+2.3%
7,8850.0%0.03%
-38.0%
Q2 2022$221,000
-7.1%
7,8850.0%0.05%
+78.6%
Q1 2022$238,000
-9.5%
7,885
-8.6%
0.03%
-12.5%
Q4 2021$263,000
+1.5%
8,626
-2.3%
0.03%
-8.6%
Q3 2021$259,000
+0.8%
8,8320.0%0.04%
-38.6%
Q2 2021$257,000
+2.0%
8,8320.0%0.06%
-6.6%
Q1 2021$252,000
-2.7%
8,832
-5.1%
0.06%
-9.0%
Q4 2020$259,000
+5.3%
9,3050.0%0.07%
-13.0%
Q3 2020$246,000
-16.0%
9,305
-19.9%
0.08%
-24.5%
Q2 2020$293,000
+11.8%
11,6170.0%0.10%
-9.7%
Q1 2020$262,000
-25.6%
11,617
-16.8%
0.11%
-11.7%
Q4 2019$352,00013,9690.13%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2019
NameSharesValueWeighting ↓
WPWealth LLP 237,994$8,082,2763.09%
Pillar Wealth Advisors, LLC 100,864$3,425,3412.96%
Valtinson Bruner Financial Planning LLC 155,227$5,271,5092.88%
AMERICAN ASSET MANAGEMENT INC. 30,615$1,039,6851.75%
Epic Trust Investment Advisors, LLC 30,477$1,034,9991.63%
Elmwood Wealth Management, Inc. 71,970$2,444,1021.18%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 103,001$3,497,9140.94%
Global Strategic Investment Solutions, LLC 211,394$7,178,9400.92%
Cape Investment Advisory, Inc. 35,270$1,197,7690.68%
BCS Wealth Management 47,587$1,6160.67%
View complete list of INNOVATOR ETFS TR shareholders