AE Wealth Management LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is BSEP and the CUSIP is 45782C664. A total of 69 filers reported holding INNOVATOR ETFS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$669,060
-26.4%
19,877
-24.7%
0.00%
-20.0%
Q2 2023$909,350
+5.8%
26,395
-1.3%
0.01%
-16.7%
Q1 2023$859,127
+63.7%
26,750
+54.6%
0.01%
+50.0%
Q4 2022$524,952
+6.1%
17,3080.0%0.00%0.0%
Q3 2022$495,000
+2.5%
17,308
+4.8%
0.00%0.0%
Q2 2022$483,000
-10.4%
16,5150.0%0.00%0.0%
Q1 2022$539,000
-7.9%
16,515
-5.7%
0.00%0.0%
Q4 2021$585,000
+62.5%
17,515
+51.9%
0.00%
+33.3%
Q3 2021$360,00011,5320.00%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2021
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 281,372$8,278,0005.19%
Maltin Wealth Management, Inc. 112,671$3,283,0002.30%
DHJJ Financial Advisors, Ltd. 44,292$1,291,0000.81%
PERSONAL CFO SOLUTIONS, LLC 106,336$3,099,0000.77%
Bellwether Advisors, LLC 20,048$584,0000.26%
Transform Wealth, LLC 37,403$1,090,0000.23%
Sunbelt Securities, Inc. 32,321$942,0000.20%
Kathmere Capital Management, LLC 22,274$649,0000.14%
West Family Investments, Inc. 15,200$443,0000.14%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,420$449,0000.12%
View complete list of INNOVATOR ETFS TR shareholders