WealthPlan Investment Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PJUL and the CUSIP is 45782C813. A total of 4 filers reported holding INNOVATOR ETFS TR in Q4 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 Q4 2023
NameSharesValueWeighting ↓
Financial Services Advisory Inc 118,255$3,741,5882.45%
Pillar Wealth Advisors, LLC 49,620$1,569,9771.56%
Elmwood Wealth Management, Inc. 89,325$2,826,2431.34%
Southland Equity Partners LLC 102,096$3,230,3171.27%
Outlook Wealth Advisors, LLC 85,139$2,693,7981.20%
WorthPointe, LLC 55,653$1,760,8561.14%
Delta Investment Management, LLC 99,742$3,155,8470.90%
Bellwether Advisors, LLC 90,287$2,856,6800.78%
GILL CAPITAL PARTNERS, LLC 52,928$1,674,6420.75%
Caprock Group, LLC 304,227$9,625,7420.75%
View complete list of INNOVATOR ETFS TR shareholders