AE Wealth Management LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is KAPR and the CUSIP is 45782C342. A total of 75 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
AE Wealth Management LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2023$216,767
+3.5%
7,8710.0%0.00%0.0%
Q1 2023$209,369
+3.6%
7,871
-1.5%
0.00%0.0%
Q4 2022$202,083
-9.0%
7,991
-13.5%
0.00%
-50.0%
Q3 2022$222,000
-2.2%
9,239
-2.0%
0.00%0.0%
Q2 2022$227,0009,4230.00%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 251,667$6,043,0002.89%
Valtinson Bruner Financial Planning LLC 168,756$4,052,0002.50%
PERSONAL CFO SOLUTIONS, LLC 327,878$7,872,0001.98%
Pillar Wealth Advisors, LLC 26,886$646,0000.64%
My Personal CFO, LLC 5,341$383,0000.58%
Epic Trust Investment Advisors, LLC 11,545$277,0000.38%
NCM Capital Management, LLC 18,688$449,0000.34%
DHJJ Financial Advisors, Ltd. 18,543$445,0000.26%
Accuvest Global Advisors 14,340$344,0000.24%
Round Table Services, LLC 33,353$801,0000.16%
View complete list of INNOVATOR ETFS TR shareholders