WealthPlan Investment Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PJUL and the CUSIP is 45782C813. A total of 183 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q4 2023$4,931,611
+25.9%
136,270
+17.2%
0.79%
+14.0%
Q3 2023$3,918,198
+14.3%
116,267
+16.0%
0.69%
-32.2%
Q2 2023$3,429,118
-12.1%
100,208
-18.7%
1.02%
+52.3%
Q1 2023$3,899,535
-28.7%
123,247
-28.8%
0.67%
+75.7%
Q4 2022$5,469,518
+4.6%
173,086
+0.8%
0.38%0.0%
Q3 2022$5,227,000
-16.0%
171,666
-18.8%
0.38%
-11.6%
Q1 2022$6,224,000211,3390.43%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Elmwood Wealth Management, Inc. 81,179$2,491,0001.28%
Dixon Hughes Goodman Wealth Advisors LLC 135,546$4,159,0001.19%
GILL CAPITAL PARTNERS, LLC 56,995$1,749,0000.77%
Lineweaver Wealth Advisors, LLC 63,100$1,935,0000.55%
Pensionmark Financial Group, LLC 83,101$2,550,0000.53%
BCS Wealth Management 36,711$1,126,0000.47%
WealthPLAN Partners, LLC 211,339$6,224,0000.43%
WealthPlan Investment Management, LLC 211,339$6,224,0000.43%
Pillar Wealth Advisors, LLC 12,564$385,0000.37%
BECK CAPITAL MANAGEMENT, LLC 33,702$1,034,0000.32%
View complete list of INNOVATOR ETFS TR shareholders