INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 23 filers reported holding INNOVATOR ETFS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,552 | -44.8% | 11,115 | -44.3% | 0.01% | -41.7% |
| Q2 2023 | $557,346 | -1.4% | 19,941 | -8.2% | 0.01% | -25.0% |
| Q2 2022 | $565,000 | -8.4% | 21,720 | +1.4% | 0.02% | -5.9% |
| Q1 2022 | $617,000 | +96.5% | 21,413 | +91.0% | 0.02% | +30.8% |
| Q3 2021 | $314,000 | -75.2% | 11,212 | -75.3% | 0.01% | -69.8% |
| Q2 2021 | $1,267,000 | +38.5% | 45,308 | +36.7% | 0.04% | -15.7% |
| Q1 2021 | $915,000 | – | 33,142 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradition Wealth Management, LLC | 813,197 | $23,261 | 2.72% |
| Outlook Wealth Advisors, LLC | 230,258 | $6,435,664 | 2.43% |
| TCWP LLC | 171,973 | $4,806,611 | 1.03% |
| KFG WEALTH MANAGEMENT, LLC | 46,587 | $1,302,107 | 0.76% |
| Worth Financial Advisory Group, LLC | 29,234 | $817,084 | 0.76% |
| Castle Rock Wealth Management, LLC | 67,527 | $1,886,306 | 0.64% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 103,994 | $2,906,611 | 0.41% |
| MILESTONE ASSET MANAGEMENT, LLC | 32,926 | $920,275 | 0.41% |
| Brookstone Capital Management | 664,390 | $18,463,410 | 0.37% |
| Phoenix Wealth Advisors | 14,815 | $414,076 | 0.24% |