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

INNOVATOR ETFS TR's ticker is BMAY and the CUSIP is 45782C326. A total of 75 filers reported holding INNOVATOR ETFS TR in Q3 2023. 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$2,159,412
+54.9%
69,489
+58.5%
0.58%
+57.7%
Q2 2023$1,393,641
+17.7%
43,854
+12.0%
0.37%
+3.9%
Q1 2023$1,183,626
+0.6%
39,153
-3.4%
0.36%
-7.8%
Q4 2022$1,176,389
-13.8%
40,552
-18.5%
0.38%
-21.1%
Q3 2022$1,364,000
-12.4%
49,762
-9.3%
0.49%
-6.7%
Q2 2022$1,557,000
-9.7%
54,848
+4.2%
0.52%
+7.0%
Q1 2022$1,725,000
-4.1%
52,657
-2.8%
0.49%
+4.3%
Q4 2021$1,798,000
+5.1%
54,194
-0.8%
0.47%
-6.2%
Q3 2021$1,710,000
-3.2%
54,608
-3.8%
0.50%
-2.9%
Q2 2021$1,766,00056,7360.52%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 241,217$7,495,9634.10%
Berkshire Money Management, Inc. 435,799$13,542,7152.05%
Maltin Wealth Management, Inc. 47,216$1,467,2661.02%
Collaborative Wealth Managment Inc. 50,679$1,574,8800.94%
BECK CAPITAL MANAGEMENT, LLC 67,032$2,083,0580.80%
Retirement Planning Group, LLC 179,512$5,578,4430.59%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 69,489$2,159,4120.58%
INTEGRAL INVESTMENT ADVISORS, INC. 24,971$775,9890.54%
KFG WEALTH MANAGEMENT, LLC 28,293$879,2170.48%
Pinnacle Wealth Management Group, Inc. 13,470$418,5880.38%
View complete list of INNOVATOR ETFS TR shareholders