INNOVATOR ETFS TR's ticker is BJUL and the CUSIP is 45782C789. A total of 98 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,685 | -2.3% | 13,887 | 0.0% | 0.00% | – |
| Q2 2023 | $489,869 | +16.2% | 13,887 | +7.6% | 0.00% | – |
| Q1 2023 | $421,704 | +5.7% | 12,908 | 0.0% | 0.00% | – |
| Q4 2022 | $399,006 | -5.0% | 12,908 | -10.4% | 0.00% | – |
| Q3 2022 | $420,000 | -4.5% | 14,408 | -1.3% | 0.00% | – |
| Q2 2022 | $440,000 | -8.7% | 14,600 | 0.0% | 0.00% | – |
| Q1 2022 | $482,000 | -2.6% | 14,600 | -1.5% | 0.00% | – |
| Q4 2021 | $495,000 | +6.7% | 14,823 | +0.8% | 0.00% | – |
| Q3 2021 | $464,000 | +1.1% | 14,699 | +0.7% | 0.00% | – |
| Q2 2021 | $459,000 | +1.5% | 14,600 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $452,000 | -10.1% | 14,600 | -12.6% | 0.00% | 0.0% |
| Q4 2020 | $503,000 | +5.7% | 16,700 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $476,000 | -4.4% | 16,808 | -8.9% | 0.00% | 0.0% |
| Q2 2020 | $498,000 | +0.2% | 18,457 | -11.8% | 0.00% | 0.0% |
| Q1 2020 | $497,000 | -19.4% | 20,926 | -6.3% | 0.00% | 0.0% |
| Q4 2019 | $617,000 | – | 22,326 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 224,549 | $7,921,044 | 5.30% |
| Wealthquest Corp | 427,678 | $15,086,512 | 1.80% |
| Valtinson Bruner Financial Planning LLC | 78,937 | $2,784,534 | 1.50% |
| Bellwether Advisors, LLC | 75,642 | $2,668,302 | 0.78% |
| My Personal CFO, LLC | 26,650 | $940,089 | 0.74% |
| Marcum Wealth, LLC | 167,605 | $5,912,333 | 0.69% |
| DHJJ Financial Advisors, Ltd. | 25,153 | $887,283 | 0.46% |
| ACAS, LLC | 8,705 | $307,072 | 0.41% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42,333 | $1,493,314 | 0.40% |
| BCS Wealth Management | 14,749 | $520 | 0.38% |