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

INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 123 filers reported holding INNOVATOR ETFS TR in Q3 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$3,497,914
-15.4%
103,001
-16.6%
0.94%
-13.8%
Q2 2023$4,132,842
+5.3%
123,479
-0.4%
1.09%
-7.1%
Q1 2023$3,923,259
+12.5%
124,036
+6.9%
1.18%
+2.9%
Q4 2022$3,488,090
+239.0%
115,999
+222.7%
1.14%
+210.6%
Q3 2022$1,029,0000.0%35,944
-1.9%
0.37%
+6.4%
Q2 2022$1,029,000
-15.4%
36,650
-9.0%
0.35%
+0.3%
Q1 2022$1,217,000
-6.0%
40,263
-5.3%
0.34%
+2.1%
Q4 2021$1,295,000
+3.6%
42,520
-0.2%
0.34%
-7.4%
Q3 2021$1,250,000
-24.0%
42,609
-24.5%
0.36%
-24.0%
Q2 2021$1,644,000
-11.5%
56,457
-13.4%
0.48%
-15.2%
Q1 2021$1,858,000
-0.6%
65,208
-3.2%
0.57%
-12.1%
Q4 2020$1,870,000
+150.0%
67,348
+137.7%
0.64%
+110.5%
Q3 2020$748,00028,3370.31%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Round Table Services, LLC 1,604,251$40,154,00012.38%
Berkshire Money Management, Inc. 1,098,673$27,500,0005.81%
ALTFEST L J & CO INC 426,308$10,670,0002.84%
BECK CAPITAL MANAGEMENT, LLC 172,192$4,310,0002.27%
Elmwood Wealth Management, Inc. 71,505$1,790,0001.58%
Weaver Consulting Group 83,421$2,088,0001.14%
RETIREMENT INCOME SOLUTIONS, INC 40,397$1,011,000,0000.54%
Valtinson Bruner Financial Planning LLC 22,727$569,0000.48%
Columbus Macro, LLC 64,609$1,617,0000.35%
Diligent Investors, LLC 26,291$658,0000.33%
View complete list of INNOVATOR ETFS TR shareholders