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

INNOVATOR ETFS TR's ticker is BAPR and the CUSIP is 45782C888. A total of 65 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$1,809,168
+43.2%
51,735
+46.6%
0.49%
+45.8%
Q2 2023$1,263,104
+21.8%
35,291
+14.2%
0.33%
+7.4%
Q1 2023$1,037,004
+8.0%
30,900
-0.2%
0.31%
-1.3%
Q4 2022$960,593
+3.8%
30,958
-2.7%
0.32%
-4.8%
Q3 2022$925,000
-1.9%
31,833
+0.9%
0.33%
+4.4%
Q2 2022$943,000
-11.4%
31,534
+0.5%
0.32%
+5.0%
Q1 2022$1,064,000
-0.4%
31,363
-2.0%
0.30%
+8.2%
Q4 2021$1,068,000
-18.0%
31,990
-21.8%
0.28%
-26.6%
Q3 2021$1,302,000
-0.9%
40,906
-1.4%
0.38%
-0.8%
Q2 2021$1,314,000
+106.9%
41,486
+96.3%
0.38%
+98.4%
Q1 2021$635,000
+807.1%
21,132
+824.8%
0.19%
+704.2%
Q4 2020$70,000
+7.7%
2,2850.0%0.02%
-11.1%
Q3 2020$65,0002,2850.03%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 157,917$5,271,0002.89%
Wealthquest Corp 492,271$16,432,0002.52%
Maltin Wealth Management, Inc. 95,851$3,200,0001.92%
INTEGRAL INVESTMENT ADVISORS, INC. 79,477$2,653,0001.91%
My Personal CFO, LLC 57,400$1,916,0001.67%
DHJJ Financial Advisors, Ltd. 33,949$1,133,0000.53%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 31,990$1,068,0000.28%
Southland Equity Partners LLC 18,743$625,6450.26%
Bellwether Advisors, LLC 22,773$760,0000.24%
XML Financial, LLC 58,407$1,950,0000.24%
View complete list of INNOVATOR ETFS TR shareholders