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

INNOVATOR ETFS TR's ticker is BDEC and the CUSIP is 45782C557. A total of 64 filers reported holding INNOVATOR ETFS TR in Q3 2023. 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
Q2 2023$75,641
-56.5%
2,088
-59.4%
0.02%
-61.5%
Q1 2023$173,838
-6.6%
5,138
-11.9%
0.05%
-14.8%
Q4 2022$186,173
+17.8%
5,834
+9.4%
0.06%
+8.9%
Q3 2022$158,000
-8.7%
5,334
-6.4%
0.06%
-3.4%
Q2 2022$173,000
-12.2%
5,699
-0.8%
0.06%
+3.6%
Q1 2022$197,000
-2.5%
5,7440.0%0.06%
+5.7%
Q4 2021$202,000
+10000.0%
5,744
+8736.9%
0.05%
+5200.0%
Q3 2021$2,0000.0%650.0%0.00%0.0%
Q2 2021$2,0000.0%650.0%0.00%0.0%
Q1 2021$2,000650.00%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
My Personal CFO, LLC 55,640$2,015,6541.58%
Wealthquest Corp 260,899$9,451,5171.13%
Accuvest Global Advisors 44,200$1,601,0000.82%
BCS Wealth Management 24,134$8740.64%
INTEGRAL INVESTMENT ADVISORS, INC. 23,543$852,8850.57%
Bellwether Advisors, LLC 50,089$1,814,5590.53%
KFG WEALTH MANAGEMENT, LLC 23,406$847,9220.50%
Vantage Financial Partners, LLC 29,286$1,060,9350.40%
MILESTONE ASSET MANAGEMENT, LLC 22,301$807,8920.36%
Valtinson Bruner Financial Planning LLC 14,035$508,4420.27%
View complete list of INNOVATOR ETFS TR shareholders