INNOVATOR ETFS TR's ticker is UDEC and the CUSIP is 45782C532. A total of 1 filers reported holding INNOVATOR ETFS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $251,760 | +2.9% | 7,858 | -5.7% | 0.10% | -5.8% |
| Q3 2023 | $244,730 | -2.7% | 8,330 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $251,481 | +5.9% | 8,330 | 0.0% | 0.10% | -1.9% |
| Q1 2023 | $237,468 | +3.9% | 8,330 | 0.0% | 0.10% | -2.8% |
| Q4 2022 | $228,492 | -1.5% | 8,330 | 0.0% | 0.11% | -8.5% |
| Q3 2022 | $232,000 | 0.0% | 8,330 | 0.0% | 0.12% | +6.3% |
| Q2 2022 | $232,000 | -6.8% | 8,330 | 0.0% | 0.11% | +2.8% |
| Q1 2022 | $249,000 | -1.2% | 8,330 | 0.0% | 0.11% | +2.9% |
| Q4 2021 | $252,000 | – | 8,330 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delta Investment Management, LLC | 280,916 | $8,008,249 | 2.29% |
| KFG WEALTH MANAGEMENT, LLC | 108,604 | $3,115,737 | 2.16% |
| MILESTONE ASSET MANAGEMENT, LLC | 111,836 | $3,188,176 | 1.82% |
| Worth Financial Advisory Group, LLC | 21,660 | $617,475 | 0.59% |
| Castle Rock Wealth Management, LLC | 56,965 | $1,629,490 | 0.58% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 109,087 | $3,109,818 | 0.48% |
| Archer Investment Corp | 44,183 | $1,259,537 | 0.46% |
| White Knight Strategic Wealth Advisors, LLC | 10,377 | $296 | 0.37% |
| Compass Advisory Group LLC | 15,878 | $452,644 | 0.26% |
| ATTICUS WEALTH MANAGEMENT, LLC | 23,461 | $668,817 | 0.26% |