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 ↓
Michael S. Ryan, Inc. 358,561$9,356,6508.65%
WPWealth LLP 148,773$3,879,2711.66%
Global Strategic Investment Solutions, LLC 370,308$9,655,8181.20%
WealthPlan Investment Management, LLC 124,696$3,251,4610.97%
Lantz Financial LLC 59,487$1,551,1300.61%
IFP Advisors, Inc 1,045,770$26,771,3020.59%
Pillar Wealth Advisors, LLC 22,246$580,0670.48%
WealthPLAN Partners, LLC 118,696$3,095,0180.44%
BCS Wealth Management 13,036$3400.25%
Allen Capital Group, LLC 47,736$1,244,7210.21%
View complete list of INNOVATOR ETFS TR shareholders