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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,295,410 | +104.3% | 97,038 | +101.4% | 0.00% | +100.0% |
| Q2 2023 | $1,613,020 | +6.3% | 48,193 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $1,517,892 | +5.2% | 47,989 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,443,029 | +426.7% | 47,989 | +401.5% | 0.00% | – |
| Q3 2022 | $274,000 | +1.9% | 9,569 | 0.0% | 0.00% | – |
| Q2 2022 | $269,000 | 0.0% | 9,569 | +7.6% | 0.00% | – |
| Q1 2022 | $269,000 | +2.3% | 8,889 | +3.1% | 0.00% | – |
| Q4 2021 | $263,000 | +4.0% | 8,623 | 0.0% | 0.00% | – |
| Q3 2021 | $253,000 | +0.8% | 8,623 | 0.0% | 0.00% | – |
| Q2 2021 | $251,000 | -13.7% | 8,623 | -15.7% | 0.00% | – |
| Q1 2021 | $291,000 | -32.6% | 10,227 | -34.1% | 0.00% | -100.0% |
| Q4 2020 | $432,000 | +17.4% | 15,527 | +11.5% | 0.00% | 0.0% |
| Q3 2020 | $368,000 | -2.1% | 13,923 | -6.7% | 0.00% | 0.0% |
| Q2 2020 | $376,000 | -0.5% | 14,923 | -10.8% | 0.00% | 0.0% |
| Q1 2020 | $378,000 | – | 16,723 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 237,994 | $8,082,276 | 3.09% |
| Pillar Wealth Advisors, LLC | 100,864 | $3,425,341 | 2.96% |
| Valtinson Bruner Financial Planning LLC | 155,227 | $5,271,509 | 2.88% |
| AMERICAN ASSET MANAGEMENT INC. | 30,615 | $1,039,685 | 1.75% |
| Epic Trust Investment Advisors, LLC | 30,477 | $1,034,999 | 1.63% |
| Elmwood Wealth Management, Inc. | 71,970 | $2,444,102 | 1.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 103,001 | $3,497,914 | 0.94% |
| Global Strategic Investment Solutions, LLC | 211,394 | $7,178,940 | 0.92% |
| Cape Investment Advisory, Inc. | 35,270 | $1,197,769 | 0.68% |
| BCS Wealth Management | 47,587 | $1,616 | 0.67% |