INNOVATOR ETFS TR's ticker is BALT and the CUSIP is 45783Y855. A total of 77 filers reported holding INNOVATOR ETFS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,334 | -3.9% | 13,789 | -3.6% | 0.02% | -10.7% |
| Q2 2023 | $399,078 | +4.4% | 14,309 | +2.0% | 0.03% | -3.4% |
| Q1 2023 | $382,119 | -71.6% | 14,033 | -72.3% | 0.03% | -74.1% |
| Q4 2022 | $1,346,975 | +6.9% | 50,661 | +3.7% | 0.11% | -15.8% |
| Q3 2022 | $1,260,000 | +15.5% | 48,864 | +15.6% | 0.13% | +34.3% |
| Q2 2022 | $1,091,000 | +55.9% | 42,253 | +56.1% | 0.10% | +73.7% |
| Q1 2022 | $700,000 | – | 27,071 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pillar Wealth Advisors, LLC | 505,209 | $13,432,497 | 12.95% |
| Crown Wealth Group, LLC | 280,811 | $7,466,203 | 7.01% |
| Compass Advisory Group LLC | 398,564 | $10,665,573 | 6.12% |
| Dominguez Wealth Management Solutions, Inc. | 200,414 | $5,328,607 | 5.30% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 200,847 | $5,340,120 | 4.14% |
| Capstone Triton Financial Group, LLC | 101,194 | $2,690,546 | 2.16% |
| MAS Advisors LLC | 85,950 | $2,285,239 | 2.15% |
| Sunbelt Securities, Inc. | 163,151 | $4,337,859 | 0.85% |
| VISTA INVESTMENT MANAGEMENT | 50,511 | $1,342,986 | 0.77% |
| ROVIN CAPITAL /UT/ /ADV | 56,402 | $1,500 | 0.75% |