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

INNOVATOR ETFS TR's ticker is KJUL and the CUSIP is 45782C284. A total of 70 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$727,081
-5.1%
29,060
-2.5%
0.20%
-3.4%
Q2 2023$765,870
-2.4%
29,812
-5.9%
0.20%
-13.6%
Q1 2023$784,581
+1.7%
31,679
-0.5%
0.24%
-7.1%
Q4 2022$771,463
+9.6%
31,841
+4.5%
0.25%
+0.4%
Q3 2022$704,00030,4810.25%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
PERSONAL CFO SOLUTIONS, LLC 341,936$8,794,0001.73%
AVALON CAPITAL MANAGEMENT 145,151$3,567,0001.37%
Tradition Wealth Management, LLC 373,770$10,021,0001.28%
GILL CAPITAL PARTNERS, LLC 34,461$886,0000.39%
Pillar Wealth Advisors, LLC 13,014$335,0000.32%
Marcum Wealth, LLC 76,211$1,960,0000.27%
Dixon Hughes Goodman Wealth Advisors LLC 35,630$916,0000.26%
DHJJ Financial Advisors, Ltd. 19,423$501,0000.24%
Diligent Investors, LLC 26,894$692,0000.20%
Fragasso Group Inc. 63,500$1,633,0000.19%
View complete list of INNOVATOR ETFS TR shareholders