INNOVATOR ETFS TR's ticker is UMAR and the CUSIP is 45782C375. A total of 37 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,410,516 | -37.6% | 80,819 | -37.1% | 0.00% | -42.9% |
| Q2 2023 | $3,862,570 | -25.6% | 128,498 | -28.9% | 0.01% | -30.0% |
| Q1 2023 | $5,190,251 | +59.0% | 180,720 | +55.9% | 0.01% | +42.9% |
| Q4 2022 | $3,264,928 | +111.3% | 115,947 | +108.0% | 0.01% | +75.0% |
| Q3 2022 | $1,545,000 | +146.4% | 55,748 | +149.8% | 0.00% | +300.0% |
| Q2 2022 | $627,000 | -97.0% | 22,320 | +95.2% | 0.00% | -97.6% |
| Q1 2022 | $21,169,000 | +13557.4% | 11,432 | +120.3% | 0.04% | – |
| Q4 2021 | $155,000 | 0.0% | 5,189 | -2.8% | 0.00% | – |
| Q3 2021 | $155,000 | -13.9% | 5,336 | -14.2% | 0.00% | – |
| Q2 2021 | $180,000 | -5.3% | 6,218 | -6.6% | 0.00% | – |
| Q1 2021 | $190,000 | +131.7% | 6,658 | +124.1% | 0.00% | – |
| Q4 2020 | $82,000 | +1.2% | 2,971 | 0.0% | 0.00% | – |
| Q3 2020 | $81,000 | +3.8% | 2,971 | 0.0% | 0.00% | – |
| Q2 2020 | $78,000 | +212.0% | 2,971 | +197.1% | 0.00% | – |
| Q1 2020 | $25,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 31,762 | $894,418 | 0.92% |
| Lloyd Advisory Services, LLC. | 36,085 | $1,016 | 0.71% |
| Berger Financial Group, Inc | 179,637 | $5,058,578 | 0.67% |
| White Knight Strategic Wealth Advisors, LLC | 16,520 | $465 | 0.64% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 56,380 | $1,587,661 | 0.49% |
| Archer Investment Corp | 43,901 | $1,236,252 | 0.48% |
| Brookstone Capital Management | 359,508 | $10,132,736 | 0.20% |
| Stone House Investment Management, LLC | 16,365 | $460,838 | 0.16% |
| Truadvice, LLC | 9,640 | $272,064 | 0.14% |
| BCS Wealth Management | 10,718 | $302 | 0.13% |