XML Financial, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 87 filers reported holding INNOVATOR ETFS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Frisch Financial Group, Inc. 323,885$9,273,0003.93%
PERSONAL CFO SOLUTIONS, LLC 481,299$13,780,0003.46%
Crown Wealth Group, LLC 108,877$3,117,0003.20%
Pillar Wealth Advisors, LLC 78,951$2,260,0002.25%
Better Money Decisions, LLC 77,212$2,211,0002.15%
Berkshire Money Management, Inc. 423,443$12,123,0002.08%
Transform Wealth, LLC 447,544$12,813,0001.67%
GILL CAPITAL PARTNERS, LLC 109,275$3,129,0001.64%
Epic Trust Investment Advisors, LLC 31,633$906,0001.25%
Elmwood Wealth Management, Inc. 83,986$2,405,0001.20%
View complete list of INNOVATOR ETFS TR shareholders