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

INNOVATOR ETFS TR's ticker is PSEP and the CUSIP is 45782C656. A total of 98 filers reported holding INNOVATOR ETFS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$126,976
-0.9%
3,9190.0%0.03%0.0%
Q2 2023$128,190
+0.9%
3,919
-5.3%
0.03%
-10.5%
Q1 2023$126,985
-30.4%
4,139
-33.7%
0.04%
-36.7%
Q4 2022$182,565
+107.5%
6,241
+98.3%
0.06%
+93.5%
Q3 2022$88,000
+1000.0%
3,148
+1079.0%
0.03%
+933.3%
Q2 2022$8,000
-55.6%
267
-56.4%
0.00%
-40.0%
Q1 2022$18,000
-5.3%
6130.0%0.01%0.0%
Q4 2021$19,000
+1800.0%
613
+3305.6%
0.01%
Q3 2021$1,0000.0%180.0%0.00%
Q2 2021$1,000
-99.9%
18
-100.0%
0.00%
-100.0%
Q1 2021$1,580,0000.0%54,983
-2.7%
0.48%
-11.7%
Q4 2020$1,580,000
+3.9%
56,480
-2.3%
0.54%
-12.4%
Q3 2020$1,520,00057,8340.62%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,444,278$44,310,44915.04%
Joseph Group Capital Management 368,987$11,320,5219.93%
ALTFEST L J & CO INC 1,193,156$36,6065.74%
Crown Wealth Group, LLC 177,958$5,459,7514.57%
YARGER WEALTH STRATEGIES, LLC 111,797$3,429,9323.76%
Outlook Wealth Advisors, LLC 212,336$6,514,4822.90%
Transform Wealth, LLC 893,144$27,401,6462.58%
Pillar Wealth Advisors, LLC 83,481$2,561,1972.55%
Steward Financial Group LLC 192,514$5,9061.97%
Delta Investment Management, LLC 193,073$5,923,4801.70%
View complete list of INNOVATOR ETFS TR shareholders