WealthPlan Investment Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PFEB and the CUSIP is 45782C417. 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 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Maltin Wealth Management, Inc. 108,624$3,175,0001.91%
Straight Path Wealth Management 56,031$1,638,0001.43%
Southland Equity Partners LLC 103,345$3,020,7741.24%
Bellwether Advisors, LLC 109,535$3,201,0001.00%
Better Money Decisions, LLC 34,891$1,020,0000.86%
WealthPLAN Partners, LLC 393,745$11,536,0000.76%
Pensionmark Financial Group, LLC 90,017$2,629,0000.55%
Castle Rock Wealth Management, LLC 37,420$1,092,0000.44%
DFPG INVESTMENTS, LLC 35,110$1,028,0000.43%
GILL CAPITAL PARTNERS, LLC 31,593$923,0000.41%
View complete list of INNOVATOR ETFS TR shareholders