INNOVATOR ETFS TR's ticker is BALT and the CUSIP is 45783Y855. A total of 78 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,331,586 | -19.7% | 83,870 | -19.4% | 0.29% | -17.6% |
| Q2 2023 | $2,903,460 | +3.2% | 104,104 | +0.8% | 0.35% | -4.9% |
| Q1 2023 | $2,812,859 | +43.2% | 103,300 | +39.9% | 0.36% | +44.3% |
| Q4 2022 | $1,963,656 | +225.1% | 73,855 | +215.0% | 0.25% | +201.2% |
| Q3 2022 | $604,000 | -0.2% | 23,447 | 0.0% | 0.08% | -7.7% |
| Q2 2022 | $605,000 | – | 23,447 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pillar Wealth Advisors, LLC | 505,209 | $13,432,497 | 12.95% |
| Crown Wealth Group, LLC | 280,811 | $7,466,203 | 7.01% |
| Compass Advisory Group LLC | 398,564 | $10,665,573 | 6.12% |
| Dominguez Wealth Management Solutions, Inc. | 200,414 | $5,328,607 | 5.30% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 200,847 | $5,340,120 | 4.14% |
| Capstone Triton Financial Group, LLC | 101,194 | $2,690,546 | 2.16% |
| MAS Advisors LLC | 85,950 | $2,285,239 | 2.15% |
| Sunbelt Securities, Inc. | 163,151 | $4,337,859 | 0.85% |
| VISTA INVESTMENT MANAGEMENT | 50,511 | $1,342,986 | 0.77% |
| ROVIN CAPITAL /UT/ /ADV | 56,402 | $1,500 | 0.75% |