INNOVATOR ETFS TR's ticker is BOCT and the CUSIP is 45782C771. A total of 62 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,747,385 | +52.8% | 77,391 | +56.7% | 0.00% | +33.3% |
Q2 2023 | $1,797,461 | +5.3% | 49,401 | -2.1% | 0.00% | 0.0% |
Q1 2023 | $1,706,313 | -6.4% | 50,469 | -12.0% | 0.00% | -25.0% |
Q4 2022 | $1,823,526 | -7.1% | 57,382 | -12.5% | 0.00% | 0.0% |
Q3 2022 | $1,962,000 | -7.8% | 65,599 | -6.2% | 0.00% | -20.0% |
Q2 2022 | $2,128,000 | -59.2% | 69,920 | +1.5% | 0.01% | -50.0% |
Q1 2022 | $5,219,000 | +88.1% | 68,914 | -14.1% | 0.01% | +100.0% |
Q4 2021 | $2,774,000 | +29.9% | 80,228 | +22.8% | 0.01% | +25.0% |
Q3 2021 | $2,136,000 | -23.2% | 65,349 | -24.2% | 0.00% | -33.3% |
Q2 2021 | $2,782,000 | -0.7% | 86,194 | -4.0% | 0.01% | -14.3% |
Q1 2021 | $2,803,000 | +4.3% | 89,799 | +0.5% | 0.01% | 0.0% |
Q4 2020 | $2,687,000 | +22.3% | 89,379 | +13.1% | 0.01% | 0.0% |
Q3 2020 | $2,197,000 | -14.1% | 79,056 | -20.0% | 0.01% | -22.2% |
Q2 2020 | $2,559,000 | +27.6% | 98,876 | +10.6% | 0.01% | +12.5% |
Q1 2020 | $2,005,000 | – | 89,418 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Berkshire Money Management, Inc. | 1,790,835 | $56,876,920 | 9.01% |
INTEGRAL INVESTMENT ADVISORS, INC. | 193,218 | $6,136,605 | 4.76% |
Maltin Wealth Management, Inc. | 158,863 | $5,045,495 | 3.67% |
TRUSTCORE FINANCIAL SERVICES, LLC | 597,420 | $18,974,059 | 1.67% |
WPWealth LLP | 76,560 | $2,431,546 | 1.27% |
Accuvest Global Advisors | 60,000 | $1,906,000 | 0.63% |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 51,753 | $1,643,675 | 0.61% |
Wealthquest Corp | 140,754 | $4,470,347 | 0.58% |
Beacon Financial Advisory LLC | 24,205 | $768,751 | 0.55% |
My Personal CFO, LLC | 18 | $581,208 | 0.54% |