Congress Wealth Management LLC / DE / - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PFEB and the CUSIP is 45782C417. A total of 140 filers reported holding INNOVATOR ETFS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$236,616
-1.1%
7,7690.0%0.01%
-16.7%
Q2 2023$239,207
+5.3%
7,7690.0%0.01%
+20.0%
Q1 2023$227,087
+2.9%
7,7690.0%0.01%
-16.7%
Q4 2022$220,639
-71.6%
7,769
-73.5%
0.01%
-71.4%
Q3 2022$778,000
-1.4%
29,2640.0%0.02%
+5.0%
Q2 2022$789,000
-8.1%
29,2640.0%0.02%
+5.3%
Q1 2022$859,000
-6.5%
29,264
-6.9%
0.02%
+5.6%
Q4 2021$919,00031,4200.02%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2023
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 194,773$5,564,0003.12%
Maltin Wealth Management, Inc. 117,035$3,344,0002.05%
Berkshire Money Management, Inc. 432,038$12,343,0001.96%
Southland Equity Partners LLC 107,517$3,071,5891.41%
Bellwether Advisors, LLC 113,555$3,244,0001.08%
WealthPLAN Partners, LLC 495,800$14,403,0000.96%
Better Money Decisions, LLC 35,327$1,009,0000.83%
Pensionmark Financial Group, LLC 91,082$2,602,0000.59%
GILL CAPITAL PARTNERS, LLC 35,372$1,011,0000.46%
DFPG INVESTMENTS, LLC 35,110$1,013,0000.38%
View complete list of INNOVATOR ETFS TR shareholders