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

INNOVATOR ETFS TR's ticker is BAUG and the CUSIP is 45782C698. A total of 67 filers reported holding INNOVATOR ETFS TR in Q1 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
Q3 2023$1,227,114
+94.2%
37,174
+97.4%
0.33%
+98.2%
Q2 2023$632,035
-8.3%
18,833
-13.7%
0.17%
-18.9%
Q1 2023$689,100
+3.7%
21,833
-1.6%
0.21%
-5.5%
Q4 2022$664,627
-10.9%
22,189
-15.9%
0.22%
-18.4%
Q3 2022$746,000
+8.0%
26,386
+12.9%
0.27%
+15.1%
Q2 2022$691,000
-9.7%
23,3650.0%0.23%
+6.9%
Q1 2022$765,000
-5.6%
23,365
-3.6%
0.22%
+2.8%
Q4 2021$810,000
+6.6%
24,2430.0%0.21%
-5.0%
Q3 2021$760,00024,243
+2424200.0%
0.22%
Q2 2021$010.00%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Karp Capital Management Corp 432,654$12,231,0002.30%
PERSONAL CFO SOLUTIONS, LLC 257,571$7,282,0001.83%
BECK CAPITAL MANAGEMENT, LLC 92,040$2,602,0001.11%
Berkshire Money Management, Inc. 210,225$5,943,0001.02%
Steward Financial Group LLC 28,985$819,0000.60%
INTEGRAL INVESTMENT ADVISORS, INC. 25,733$727,0000.59%
Diligent Investors, LLC 50,299$1,422,0000.51%
DHJJ Financial Advisors, Ltd. 23,364$661,0000.39%
Valtinson Bruner Financial Planning LLC 21,904$619,0000.38%
BCS Wealth Management 28,221$798,0000.38%
View complete list of INNOVATOR ETFS TR shareholders