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 54 filers reported holding INNOVATOR ETFS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2021
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 412,748$12,158,6487.03%
Wealthquest Corp 1,748,756$50,730,3776.53%
Berkshire Money Management, Inc. 403,064$11,692,6451.85%
Hudson Capital Management LLC 126,583$3,672,0961.45%
BECK CAPITAL MANAGEMENT, LLC 87,833$2,547,9801.07%
Maltin Wealth Management, Inc. 46,838$1,358,7420.99%
Collaborative Wealth Managment Inc. 50,295$1,459,0280.96%
Retirement Planning Group, LLC 187,180$5,429,9790.62%
INTEGRAL INVESTMENT ADVISORS, INC. 25,636$743,6850.58%
RETIREMENT GUYS FORMULA LLC 18,696$542,3600.44%
View complete list of INNOVATOR ETFS TR shareholders