INNOVATOR ETFS TR's ticker is KJUL and the CUSIP is 45782C284. 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 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,914,949 | +8.2% | 70,708 | 0.0% | 0.17% | -6.5% |
| Q3 2023 | $1,769,114 | -2.6% | 70,708 | 0.0% | 0.19% | -4.1% |
| Q2 2023 | $1,816,489 | +2.6% | 70,708 | -1.1% | 0.19% | -4.0% |
| Q1 2023 | $1,771,010 | -2.2% | 71,508 | -4.3% | 0.20% | -1.5% |
| Q4 2022 | $1,810,240 | +17.2% | 74,715 | +11.7% | 0.20% | -6.4% |
| Q3 2022 | $1,544,000 | +4.7% | 66,878 | +5.9% | 0.22% | +10.1% |
| Q2 2022 | $1,475,000 | -9.7% | 63,133 | -0.6% | 0.20% | +3.6% |
| Q1 2022 | $1,633,000 | +5.2% | 63,500 | +8.2% | 0.19% | +4.9% |
| Q4 2021 | $1,552,000 | +60.8% | 58,663 | +58.6% | 0.18% | +43.0% |
| Q3 2021 | $965,000 | – | 36,984 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PERSONAL CFO SOLUTIONS, LLC | 341,936 | $8,794,000 | 1.73% |
| AVALON CAPITAL MANAGEMENT | 145,151 | $3,567,000 | 1.37% |
| Tradition Wealth Management, LLC | 373,770 | $10,021,000 | 1.28% |
| GILL CAPITAL PARTNERS, LLC | 34,461 | $886,000 | 0.39% |
| Pillar Wealth Advisors, LLC | 13,014 | $335,000 | 0.32% |
| Marcum Wealth, LLC | 76,211 | $1,960,000 | 0.27% |
| Dixon Hughes Goodman Wealth Advisors LLC | 35,630 | $916,000 | 0.26% |
| DHJJ Financial Advisors, Ltd. | 19,423 | $501,000 | 0.24% |
| Diligent Investors, LLC | 26,894 | $692,000 | 0.20% |
| Fragasso Group Inc. | 63,500 | $1,633,000 | 0.19% |