INNOVATOR ETFS TR's ticker is UFEB and the CUSIP is 45782C425. A total of 24 filers reported holding INNOVATOR ETFS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $507 | -26.7% | 18,429 | -25.9% | 0.00% | -33.3% |
| Q2 2023 | $692 | -5.6% | 24,878 | -10.0% | 0.00% | -25.0% |
| Q1 2023 | $733 | +8.3% | 27,627 | +7.4% | 0.00% | 0.0% |
| Q4 2022 | $677 | -99.9% | 25,720 | +0.0% | 0.00% | 0.0% |
| Q3 2022 | $666,000 | +9.2% | 25,717 | +9.8% | 0.00% | +33.3% |
| Q2 2022 | $610,000 | -7.2% | 23,413 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $657,000 | +2.2% | 23,413 | +1.8% | 0.00% | 0.0% |
| Q4 2021 | $643,000 | -16.3% | 22,997 | -17.6% | 0.00% | -25.0% |
| Q3 2021 | $768,000 | -11.1% | 27,917 | -11.3% | 0.00% | 0.0% |
| Q2 2021 | $864,000 | -48.2% | 31,482 | -49.2% | 0.00% | -55.6% |
| Q1 2021 | $1,667,000 | +22.8% | 61,999 | +19.0% | 0.01% | +12.5% |
| Q4 2020 | $1,358,000 | +2.9% | 52,101 | -1.0% | 0.01% | -11.1% |
| Q3 2020 | $1,320,000 | -1.6% | 52,604 | -4.4% | 0.01% | -10.0% |
| Q2 2020 | $1,341,000 | – | 55,022 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Soltis Investment Advisors LLC | 292,613 | $7,703,038 | 1.01% |
| KFG WEALTH MANAGEMENT, LLC | 32,010 | $842,663 | 0.86% |
| Lloyd Advisory Services, LLC. | 39,528 | $1,040 | 0.72% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 58,065 | $1,528,561 | 0.47% |
| Stratos Wealth Advisors, LLC | 168,466 | $4,434,868 | 0.37% |
| Comprehensive Financial Consultants Institutional, Inc. | 20,933 | $551,478 | 0.33% |
| Sound View Wealth Advisors Group, LLC | 50,100 | $1,318,883 | 0.28% |
| Alera Investment Advisors, LLC | 36,347 | $956,835 | 0.23% |
| Brookstone Capital Management | 387,035 | $10,190,709 | 0.21% |
| Smith Anglin Financial, LLC | 35,633 | $938,039 | 0.18% |