INNOVATOR ETFS TR's ticker is BJUL and the CUSIP is 45782C789. 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $105,000 | – | 3,709 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 202,218 | $6,606,451 | 4.73% |
| Berkshire Money Management, Inc. | 709,382 | $23,175,510 | 3.51% |
| Wealthquest Corp | 360,767 | $11,786,257 | 1.53% |
| Valtinson Bruner Financial Planning LLC | 80,984 | $2,645,747 | 1.51% |
| Bellwether Advisors, LLC | 75,642 | $2,471,224 | 0.68% |
| My Personal CFO, LLC | 21,600 | $705,672 | 0.60% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 51,072 | $1,668,522 | 0.60% |
| DHJJ Financial Advisors, Ltd. | 25,338 | $827,139 | 0.45% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 44,836 | $1,464,792 | 0.44% |
| ACAS, LLC | 8,723 | $284,980 | 0.41% |