INNOVATOR ETFS TR's ticker is PSEP and the CUSIP is 45782C656. A total of 99 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 | $2,004,426 | +4.1% | 61,865 | +5.1% | 0.61% | +7.6% |
| Q2 2023 | $1,925,474 | +2.0% | 58,865 | -4.3% | 0.57% | -2.4% |
| Q1 2023 | $1,888,047 | +4.9% | 61,540 | 0.0% | 0.58% | -0.9% |
| Q4 2022 | $1,800,205 | +5.2% | 61,540 | 0.0% | 0.59% | -3.6% |
| Q3 2022 | $1,711,000 | +32.6% | 61,540 | +34.1% | 0.61% | +38.3% |
| Q2 2022 | $1,290,000 | -6.5% | 45,890 | 0.0% | 0.44% | +10.2% |
| Q1 2022 | $1,380,000 | -1.1% | 45,890 | 0.0% | 0.40% | +2.6% |
| Q4 2021 | $1,395,000 | – | 45,890 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 350,621 | $9,789,000 | 9.25% |
| Valtinson Bruner Financial Planning LLC | 357,205 | $10,023,000 | 6.29% |
| Outlook Wealth Advisors, LLC | 443,957 | $12,395,000 | 4.51% |
| Silicon Hills Wealth Management, LLC | 108,277 | $3,023,000 | 2.74% |
| WealthPLAN Partners, LLC | 838,384 | $23,626,000 | 2.01% |
| PERSONAL CFO SOLUTIONS, LLC | 280,047 | $7,819,000 | 1.94% |
| Sageworth Trust Co | 690,956 | $19,291,000 | 1.76% |
| Bellwether Advisors, LLC | 136,516 | $3,811,000 | 1.68% |
| GILL CAPITAL PARTNERS, LLC | 84,795 | $2,367,000 | 1.41% |
| Bluesphere Advisors, LLC | 22,000 | $614,000 | 0.66% |