INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 51 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $90,195 | +119.5% | 3,227 | +110.5% | 0.00% | – |
| Q1 2023 | $41,087 | -43.5% | 1,533 | -44.9% | 0.00% | – |
| Q4 2022 | $72,721 | -6.8% | 2,782 | -9.4% | 0.00% | – |
| Q3 2022 | $78,000 | +122.9% | 3,069 | +125.8% | 0.00% | – |
| Q2 2022 | $35,000 | -31.4% | 1,359 | -23.7% | 0.00% | – |
| Q1 2022 | $51,000 | +6.2% | 1,781 | +7.0% | 0.00% | – |
| Q4 2021 | $48,000 | +29.7% | 1,664 | +24.8% | 0.00% | – |
| Q3 2021 | $37,000 | +131.2% | 1,333 | +137.2% | 0.00% | – |
| Q1 2021 | $16,000 | -5.9% | 562 | -10.7% | 0.00% | – |
| Q4 2020 | $17,000 | +21.4% | 629 | +18.9% | 0.00% | – |
| Q3 2020 | $14,000 | -54.8% | 529 | -55.9% | 0.00% | – |
| Q2 2020 | $31,000 | – | 1,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradition Wealth Management, LLC | 812,103 | $23,019 | 2.74% |
| Outlook Wealth Advisors, LLC | 228,086 | $6,311,138 | 2.41% |
| Worth Financial Advisory Group, LLC | 29,234 | $808,905 | 0.73% |
| KFG WEALTH MANAGEMENT, LLC | 45,465 | $1,258,026 | 0.68% |
| Castle Rock Wealth Management, LLC | 65,836 | $1,821,682 | 0.61% |
| Phoenix Wealth Advisors | 14,815 | $409,931 | 0.24% |
| RETIREMENT GUYS FORMULA LLC | 11,729 | $324,541 | 0.23% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 59,383 | $1,643,128 | 0.22% |
| Truadvice, LLC | 17,912 | $505,742 | 0.20% |
| MILESTONE ASSET MANAGEMENT, LLC | 15,190 | $419,572 | 0.15% |