WealthPlan Investment Management, LLC - INNOVATOR ETFS TR ownership

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$4,341,173
+33.5%
165,378
+32.6%
0.77%
-20.9%
Q2 2023$3,251,461
-25.2%
124,696
-27.6%
0.97%
+29.7%
Q1 2023$4,345,552
-50.0%
172,202
-50.7%
0.75%
+23.0%
Q4 2022$8,697,806
+3.1%
349,029
-1.6%
0.61%
-1.3%
Q3 2022$8,437,000354,7970.62%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Pillar Wealth Advisors, LLC 19,202$445,0000.45%
CORRADO ADVISORS, LLC 24,152$559,0000.40%
Applied Capital LLC 9,752$226,0000.16%
Lantz Financial LLC 11,083$257,0000.12%
Sunbelt Securities, Inc. 15,070$349,0000.07%
FORVIS Wealth Advisors, LLC 66,387$1,538,0000.06%
Tradition Wealth Management, LLC 14,311$331,0000.05%
Global Strategic Investment Solutions, LLC 17,299$401,0000.03%
Stratos Wealth Advisors, LLC 10,204$236,0000.02%
OLD MISSION CAPITAL LLC 17,421$404,0000.01%
View complete list of INNOVATOR ETFS TR shareholders