BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is DBOC and the CUSIP is 45782C219. A total of 16 filers reported holding INNOVATOR ETFS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$549,129
-1.8%
17,393
-3.3%
0.15%0.0%
Q2 2023$559,170
+3.9%
17,986
-0.8%
0.15%
-8.1%
Q1 2023$538,390
+5.8%
18,123
-1.5%
0.16%
-3.6%
Q4 2022$508,842
+4.1%
18,400
-0.3%
0.17%
-4.6%
Q3 2022$489,000
-7.0%
18,455
-5.3%
0.18%
-1.1%
Q2 2022$526,000
-10.7%
19,478
-1.3%
0.18%
+6.0%
Q1 2022$589,000
-5.9%
19,736
-4.8%
0.17%
+2.5%
Q4 2021$626,000
+3.8%
20,722
-0.2%
0.16%
-7.4%
Q3 2021$603,000
-0.7%
20,758
-1.7%
0.18%
-0.6%
Q2 2021$607,000
-5.6%
21,122
-8.3%
0.18%
-9.7%
Q1 2021$643,00023,0230.20%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2021
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 46,869$1,274,0001.74%
CORRADO ADVISORS, LLC 52,915$1,438,0001.11%
Cetera Advisor Networks LLC 499,195$13,566,0000.31%
DHJJ Financial Advisors, Ltd. 11,518$313,0000.20%
BCS Wealth Management 7,447$202,0000.10%
Visionary Wealth Advisors 32,225$876,0000.10%
Sterling Financial Planning, Inc. 2,688$73,0000.06%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 6,625$180,0000.04%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,500$41,0000.02%
OSAIC HOLDINGS, INC. 18,684$508,0000.00%
View complete list of INNOVATOR ETFS TR shareholders