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

INNOVATOR ETFS TR's ticker is BJUL and the CUSIP is 45782C789. A total of 54 filers reported holding INNOVATOR ETFS TR in Q1 2022. 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$1,937,662
+29.8%
56,213
+32.8%
0.52%
+32.2%
Q2 2023$1,493,314
+1.9%
42,333
-5.6%
0.40%
-10.0%
Q1 2023$1,464,792
+4.5%
44,836
-1.1%
0.44%
-4.4%
Q4 2022$1,401,744
-8.3%
45,347
-13.5%
0.46%
-15.9%
Q3 2022$1,528,000
+61.7%
52,417
+67.2%
0.55%
+71.7%
Q2 2022$945,000
-1.9%
31,355
+7.4%
0.32%
+16.5%
Q1 2022$963,000
-4.8%
29,193
-3.7%
0.27%
+3.4%
Q4 2021$1,012,000
+7.1%
30,315
+1.3%
0.26%
-4.3%
Q3 2021$945,000
+96.1%
29,913
+95.0%
0.28%
+95.7%
Q2 2021$482,000
+181.9%
15,340
+178.2%
0.14%
+171.2%
Q1 2021$171,000
+0.6%
5,515
-1.6%
0.05%
-11.9%
Q4 2020$170,000
+61.9%
5,606
+51.1%
0.06%
+37.2%
Q3 2020$105,0003,7090.04%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2022
NameSharesValueWeighting ↓
PERSONAL CFO SOLUTIONS, LLC 365,749$11,490,0002.35%
Wealthquest Corp 292,886$9,201,0001.57%
Arlington Capital Management, Inc. 23,622$742,0001.49%
Valtinson Bruner Financial Planning LLC 65,081$2,070,0001.18%
BCS Wealth Management 44,392$1,395,0000.74%
BCGM Wealth Management, LLC 29,852$949,0000.56%
Kathmere Capital Management, LLC 83,848$2,634,0000.51%
ACAS, LLC 8,673$272,0000.38%
DHJJ Financial Advisors, Ltd. 18,733$588,0000.31%
4J Wealth Management LLC 8,250$259,0000.23%
View complete list of INNOVATOR ETFS TR shareholders