INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 123 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 | $399,027 | +5.8% | 11,922 | 0.0% | 0.07% | -7.0% |
| Q1 2023 | $377,094 | -0.3% | 11,922 | -5.2% | 0.07% | -9.0% |
| Q4 2022 | $378,341 | +5.1% | 12,582 | 0.0% | 0.08% | +8.3% |
| Q3 2022 | $360,000 | +1.4% | 12,582 | -0.4% | 0.07% | +7.5% |
| Q2 2022 | $355,000 | -7.1% | 12,636 | 0.0% | 0.07% | +9.8% |
| Q1 2022 | $382,000 | -0.8% | 12,636 | 0.0% | 0.06% | +8.9% |
| Q4 2021 | $385,000 | -3.0% | 12,636 | -6.5% | 0.06% | -8.2% |
| Q3 2021 | $397,000 | +7.9% | 13,520 | +7.5% | 0.06% | +3.4% |
| Q2 2021 | $368,000 | +52.7% | 12,571 | +48.9% | 0.06% | +34.1% |
| Q1 2021 | $241,000 | – | 8,440 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 237,994 | $8,082,276 | 3.09% |
| Pillar Wealth Advisors, LLC | 100,864 | $3,425,341 | 2.96% |
| Valtinson Bruner Financial Planning LLC | 155,227 | $5,271,509 | 2.88% |
| AMERICAN ASSET MANAGEMENT INC. | 30,615 | $1,039,685 | 1.75% |
| Epic Trust Investment Advisors, LLC | 30,477 | $1,034,999 | 1.63% |
| Elmwood Wealth Management, Inc. | 71,970 | $2,444,102 | 1.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 103,001 | $3,497,914 | 0.94% |
| Global Strategic Investment Solutions, LLC | 211,394 | $7,178,940 | 0.92% |
| Cape Investment Advisory, Inc. | 35,270 | $1,197,769 | 0.68% |
| BCS Wealth Management | 47,587 | $1,616 | 0.67% |