INNOVATOR ETFS TR's ticker is BDEC and the CUSIP is 45782C557. A total of 70 filers reported holding INNOVATOR ETFS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,379,716 | -3.2% | 36,071 | -11.5% | 0.01% | -11.1% |
| Q3 2023 | $1,424,691 | -9.2% | 40,744 | -5.9% | 0.01% | -18.2% |
| Q2 2023 | $1,569,051 | +4.7% | 43,312 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $1,499,239 | +12.7% | 44,312 | +6.3% | 0.01% | 0.0% |
| Q4 2022 | $1,330,080 | +68.6% | 41,680 | +56.2% | 0.01% | +10.0% |
| Q3 2022 | $789,000 | -7.8% | 26,681 | -5.1% | 0.01% | -9.1% |
| Q2 2022 | $856,000 | -19.5% | 28,122 | -9.3% | 0.01% | -15.4% |
| Q1 2022 | $1,063,000 | +5.7% | 31,022 | +8.6% | 0.01% | +8.3% |
| Q4 2021 | $1,006,000 | +118.7% | 28,562 | +107.7% | 0.01% | +100.0% |
| Q3 2021 | $460,000 | -9.4% | 13,750 | -10.1% | 0.01% | -14.3% |
| Q2 2021 | $508,000 | +6.3% | 15,298 | +2.0% | 0.01% | -30.0% |
| Q1 2021 | $478,000 | +14.6% | 14,995 | +9.7% | 0.01% | 0.0% |
| Q4 2020 | $417,000 | -70.9% | 13,667 | -73.2% | 0.01% | -73.0% |
| Q3 2020 | $1,434,000 | +34.4% | 51,090 | +26.4% | 0.04% | +32.1% |
| Q2 2020 | $1,067,000 | -55.0% | 40,434 | -60.6% | 0.03% | -64.1% |
| Q1 2020 | $2,373,000 | +782.2% | 102,624 | +929.3% | 0.08% | +1014.3% |
| Q4 2019 | $269,000 | – | 9,970 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| My Personal CFO, LLC | 52,640 | $1,840,658 | 1.49% |
| Wealthquest Corp | 245,720 | $8,592,073 | 1.06% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 23,543 | $823,226 | 0.58% |
| Bellwether Advisors, LLC | 50,089 | $1,751,457 | 0.48% |
| Accuvest Global Advisors | 23,058 | $806,000 | 0.44% |
| Vantage Financial Partners, LLC | 27,718 | $969,213 | 0.38% |
| KFG WEALTH MANAGEMENT, LLC | 17,356 | $606,886 | 0.33% |
| BCS Wealth Management | 21,312 | $745 | 0.31% |
| PCA Investment Advisory Services Inc. | 12,105 | $423,274 | 0.30% |
| Valtinson Bruner Financial Planning LLC | 13,956 | $487,998 | 0.27% |