INNOVATOR ETFS TR's ticker is PJUL and the CUSIP is 45782C813. A total of 137 filers reported holding INNOVATOR ETFS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,896 | -40.1% | 11,628 | -39.2% | 0.03% | -43.5% |
| Q2 2023 | $654,697 | -6.1% | 19,132 | -13.1% | 0.05% | -14.8% |
| Q1 2023 | $696,871 | -38.9% | 22,025 | -41.7% | 0.05% | -43.2% |
| Q4 2022 | $1,141,061 | -23.6% | 37,796 | -27.6% | 0.10% | -39.5% |
| Q3 2022 | $1,493,000 | -16.9% | 52,178 | -14.6% | 0.16% | -3.7% |
| Q2 2022 | $1,796,000 | +4.5% | 61,115 | +9.1% | 0.16% | +16.4% |
| Q1 2022 | $1,719,000 | -5.6% | 56,027 | -5.1% | 0.14% | +6.9% |
| Q4 2021 | $1,821,000 | +15.0% | 59,061 | +10.9% | 0.13% | -3.0% |
| Q3 2021 | $1,584,000 | +87.2% | 53,256 | +86.5% | 0.14% | +80.0% |
| Q2 2021 | $846,000 | +6.3% | 28,558 | +5.3% | 0.08% | -11.8% |
| Q1 2021 | $796,000 | +5.0% | 27,130 | +2.9% | 0.08% | -19.0% |
| Q4 2020 | $758,000 | +58.2% | 26,367 | +52.2% | 0.10% | -10.3% |
| Q3 2020 | $479,000 | – | 17,327 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Transform Wealth, LLC | 723,445 | $22,304,000 | 2.33% |
| Elmwood Wealth Management, Inc. | 94,036 | $2,899,000 | 1.38% |
| Dixon Hughes Goodman Wealth Advisors LLC | 135,883 | $4,189,000 | 1.36% |
| GILL CAPITAL PARTNERS, LLC | 56,995 | $1,757,000 | 0.78% |
| Lineweaver Wealth Advisors, LLC | 63,100 | $1,945,000 | 0.56% |
| Pensionmark Financial Group, LLC | 83,101 | $2,525,000 | 0.53% |
| BCS Wealth Management | 37,704 | $1,162,000 | 0.42% |
| Pillar Wealth Advisors, LLC | 12,564 | $387,000 | 0.37% |
| BECK CAPITAL MANAGEMENT, LLC | 34,277 | $1,057,000 | 0.33% |
| WealthPLAN Partners, LLC | 118,843 | $3,613,000 | 0.24% |