INNOVATOR ETFS TR's ticker is BJUL and the CUSIP is 45782C789. A total of 75 filers reported holding INNOVATOR ETFS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,304,448 | +40.6% | 37,843 | +43.9% | 0.01% | +33.3% |
| Q2 2023 | $927,602 | -18.7% | 26,296 | -24.7% | 0.01% | -25.0% |
| Q1 2023 | $1,141,522 | +5.7% | 34,941 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $1,080,079 | -14.6% | 34,941 | -19.5% | 0.01% | -43.8% |
| Q3 2022 | $1,265,000 | +68.2% | 43,386 | +73.9% | 0.02% | +60.0% |
| Q2 2022 | $752,000 | -17.7% | 24,950 | -9.9% | 0.01% | -9.1% |
| Q1 2022 | $914,000 | +1.0% | 27,695 | +2.2% | 0.01% | 0.0% |
| Q4 2021 | $905,000 | +5.7% | 27,105 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $856,000 | +67.8% | 27,105 | +67.1% | 0.01% | +71.4% |
| Q2 2021 | $510,000 | +140.6% | 16,220 | +116.5% | 0.01% | +16.7% |
| Q3 2020 | $212,000 | -12.4% | 7,491 | -16.3% | 0.01% | 0.0% |
| Q2 2020 | $242,000 | +17.5% | 8,953 | +20.7% | 0.01% | 0.0% |
| Q4 2019 | $206,000 | -39.9% | 7,416 | -43.2% | 0.01% | -40.0% |
| Q3 2019 | $343,000 | – | 13,066 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 202,218 | $6,606,451 | 4.73% |
| Berkshire Money Management, Inc. | 709,382 | $23,175,510 | 3.51% |
| Wealthquest Corp | 360,767 | $11,786,257 | 1.53% |
| Valtinson Bruner Financial Planning LLC | 80,984 | $2,645,747 | 1.51% |
| Bellwether Advisors, LLC | 75,642 | $2,471,224 | 0.68% |
| My Personal CFO, LLC | 21,600 | $705,672 | 0.60% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 51,072 | $1,668,522 | 0.60% |
| DHJJ Financial Advisors, Ltd. | 25,338 | $827,139 | 0.45% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 44,836 | $1,464,792 | 0.44% |
| ACAS, LLC | 8,723 | $284,980 | 0.41% |