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

INNOVATOR ETFS TR's ticker is BOCT and the CUSIP is 45782C771. A total of 75 filers reported holding INNOVATOR ETFS TR in Q1 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$1,336,930
-4.5%
37,660
-2.1%
0.36%
-2.7%
Q2 2023$1,399,887
+7.6%
38,469
-0.0%
0.37%
-5.1%
Q1 2023$1,301,178
-14.7%
38,485
-19.9%
0.39%
-22.0%
Q4 2022$1,526,068
+222.0%
48,050
+202.8%
0.50%
+195.9%
Q3 2022$474,000
-2.3%
15,866
-0.4%
0.17%
+3.7%
Q2 2022$485,000
-10.8%
15,927
-0.3%
0.16%
+5.8%
Q1 2022$544,000
-15.0%
15,982
-13.6%
0.15%
-7.8%
Q4 2021$640,000
+166.7%
18,504
+152.2%
0.17%
+138.6%
Q3 2021$240,000
+15.9%
7,336
+14.1%
0.07%
+16.7%
Q2 2021$207,000
-3.7%
6,428
-6.7%
0.06%
-7.7%
Q1 2021$215,0006,8920.06%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Maltin Wealth Management, Inc. 455,799$10,210,0008.68%
Berkshire Money Management, Inc. 1,269,040$28,426,0006.98%
DFPG INVESTMENTS, LLC 64,410$1,531,0001.14%
Beacon Financial Advisory LLC 37,196$833,0001.06%
ALTFEST L J & CO INC 88,458$1,981,0000.62%
DWM Financial Group, Inc. 12,604$282,0000.62%
Diligent Investors, LLC 30,203$677,0000.40%
Valtinson Bruner Financial Planning LLC 17,786$430,0000.35%
Bedel Financial Consulting, Inc. 17,897$401,0000.26%
Financial Enhancement Group LLC 29,750$666,0000.20%
View complete list of INNOVATOR ETFS TR shareholders