INNOVATOR ETFS TR's ticker is KJAN and the CUSIP is 45782C474. A total of 70 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 | $1,294,004 | -4.9% | 42,121 | -1.0% | 0.89% | -6.4% |
| Q2 2023 | $1,361,108 | +3.7% | 42,558 | -0.4% | 0.95% | +9.2% |
| Q1 2023 | $1,312,632 | +26.4% | 42,715 | +23.0% | 0.87% | +20.1% |
| Q4 2022 | $1,038,595 | +4.9% | 34,724 | -1.1% | 0.73% | -9.7% |
| Q3 2022 | $990,000 | -5.0% | 35,123 | -4.7% | 0.80% | +8.5% |
| Q2 2022 | $1,042,000 | -11.1% | 36,871 | -1.7% | 0.74% | +3.3% |
| Q1 2022 | $1,172,000 | -7.1% | 37,518 | -3.6% | 0.72% | -5.0% |
| Q4 2021 | $1,261,000 | +2.4% | 38,920 | -1.6% | 0.76% | -1.0% |
| Q3 2021 | $1,231,000 | -2.5% | 39,550 | -2.2% | 0.76% | -1.8% |
| Q2 2021 | $1,262,000 | -0.7% | 40,424 | -3.2% | 0.78% | -17.4% |
| Q1 2021 | $1,271,000 | – | 41,752 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Advisory Group LLC | 271,316 | $7,868,000 | 6.02% |
| Valtinson Bruner Financial Planning LLC | 111,906 | $3,315,000 | 2.08% |
| Arlington Capital Management, Inc. | 45,424 | $1,317,000 | 1.80% |
| Vista Private Wealth Partners. LLC | 101,130 | $2,902,000 | 1.44% |
| PERSONAL CFO SOLUTIONS, LLC | 151,292 | $4,387,000 | 1.09% |
| Tradition Wealth Management, LLC | 126,325 | $3,663,000 | 0.71% |
| DHJJ Financial Advisors, Ltd. | 27,200 | $789,000 | 0.50% |
| Berkshire Money Management, Inc. | 75,872 | $2,200,000 | 0.41% |
| Parkside Investments, LLC | 55,300 | $1,603,000 | 0.36% |
| BCGM Wealth Management, LLC | 11,809 | $356,000 | 0.25% |