INNOVATOR ETFS TR's ticker is NJAN and the CUSIP is 45782C466.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,000 | +10.3% | 6,309 | +8.3% | 0.00% | – |
| Q2 2023 | $233,000 | +5.4% | 5,825 | 0.0% | 0.00% | – |
| Q1 2023 | $221,000 | +10.0% | 5,825 | 0.0% | 0.00% | – |
| Q4 2022 | $201,000 | -92.9% | 5,825 | -91.7% | 0.00% | -100.0% |
| Q1 2022 | $2,849,000 | +59.6% | 70,010 | +66.9% | 0.01% | +50.0% |
| Q4 2021 | $1,785,000 | +3.5% | 41,944 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $1,725,000 | +1.3% | 41,944 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,703,000 | +4.5% | 41,944 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,629,000 | +109.9% | 41,944 | +105.8% | 0.01% | +66.7% |
| Q4 2020 | $776,000 | +3.5% | 20,384 | +1.6% | 0.00% | -25.0% |
| Q3 2020 | $750,000 | +17.2% | 20,064 | +14.4% | 0.00% | +33.3% |
| Q2 2020 | $640,000 | – | 17,535 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 69,643 | $2,640,166 | 1.89% |
| My Personal CFO, LLC | 39,000 | $1,478,490 | 1.26% |
| DHJJ Financial Advisors, Ltd. | 44,136 | $1,672,248 | 0.91% |
| Diligent Investors, LLC | 48,250 | $1,829,158 | 0.56% |
| AdvisorNet Financial, Inc | 120,984 | $4,586,503 | 0.42% |
| Leading Edge Financial Planning LLC | 9,513 | $360,638 | 0.26% |
| Cypress Wealth Services, LLC | 19,959 | $756,646 | 0.22% |
| Comprehensive Financial Consultants Institutional, Inc. | 10,236 | $388,047 | 0.22% |
| Collaborative Wealth Managment Inc. | 9,169 | $347,597 | 0.22% |
| Compass Advisory Group LLC | 8,557 | $324,396 | 0.19% |