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 ↓ |
|---|---|---|---|
| Tradition Wealth Management, LLC | 326,331 | $7,899,000 | 1.19% |
| Pillar Wealth Advisors, LLC | 37,692 | $870,000 | 0.87% |
| Maltin Wealth Management, Inc. | 35,142 | $811,000 | 0.64% |
| WorthPointe, LLC | 29,880 | $690,000 | 0.58% |
| GILL CAPITAL PARTNERS, LLC | 34,958 | $807,000 | 0.42% |
| Accuvest Global Advisors | 22,130 | $511,000 | 0.35% |
| Marcum Wealth, LLC | 78,442 | $1,811,000 | 0.28% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 30,481 | $704,000 | 0.25% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 25,896 | $598,000 | 0.25% |
| DHJJ Financial Advisors, Ltd. | 18,394 | $425,000 | 0.25% |