WealthPlan Investment Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PFEB and the CUSIP is 45782C417. A total of 128 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
WealthPlan Investment Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q4 2023$238,254
+6.6%
7,297
-0.6%
0.04%
-5.0%
Q3 2023$223,527
+140.5%
7,339
+143.2%
0.04%
+42.9%
Q2 2023$92,930
-58.4%
3,018
-60.6%
0.03%
-26.3%
Q1 2023$223,645
-20.0%
7,651
-20.2%
0.04%
+90.0%
Q4 2022$279,496
-9.5%
9,588
-12.4%
0.02%
-13.0%
Q3 2022$309,000
-91.5%
10,940
-91.5%
0.02%
-90.8%
Q1 2022$3,621,000129,3300.25%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Southland Equity Partners LLC 129,773$3,450,6641.70%
Range Financial Group LLC 55,646$1,480,0001.14%
Better Money Decisions, LLC 43,293$1,151,0001.12%
Bellwether Advisors, LLC 108,218$2,877,0000.95%
GILL CAPITAL PARTNERS, LLC 54,385$1,446,0000.76%
BCS Wealth Management 46,730$1,243,0000.58%
Castle Rock Wealth Management, LLC 41,988$1,116,0000.56%
Pensionmark Financial Group, LLC 88,602$2,356,0000.56%
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 48,178$1,281,0000.54%
INTEGRAL INVESTMENT ADVISORS, INC. 21,225$564,0000.46%
View complete list of INNOVATOR ETFS TR shareholders