INNOVATOR ETFS TR's ticker is PFEB and the CUSIP is 45782C417. A total of 128 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,093 | -2.1% | 12,053 | 0.0% | 0.10% | +3.0% |
| Q2 2023 | $374,848 | +6.4% | 12,053 | 0.0% | 0.10% | -3.9% |
| Q1 2023 | $352,309 | +2.9% | 12,053 | 0.0% | 0.10% | -6.4% |
| Q4 2022 | $342,305 | +6.0% | 12,053 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $323,000 | -0.6% | 12,053 | 0.0% | 0.11% | +5.8% |
| Q2 2022 | $325,000 | -13.8% | 12,053 | -6.3% | 0.10% | +1.0% |
| Q1 2022 | $377,000 | – | 12,863 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 329,045 | $9,338,000 | 7.88% |
| Maltin Wealth Management, Inc. | 117,341 | $3,330,000 | 2.02% |
| Berkshire Money Management, Inc. | 437,226 | $12,408,000 | 2.00% |
| WealthPLAN Partners, LLC | 938,022 | $26,860,000 | 1.89% |
| Southland Equity Partners LLC | 98,516 | $2,795,884 | 1.32% |
| Bellwether Advisors, LLC | 115,214 | $3,269,000 | 1.13% |
| Better Money Decisions, LLC | 35,331 | $1,003,000 | 0.90% |
| DFPG INVESTMENTS, LLC | 55,525 | $1,582,000 | 0.60% |
| Pensionmark Financial Group, LLC | 87,834 | $2,493,000 | 0.57% |
| GILL CAPITAL PARTNERS, LLC | 35,552 | $1,009,000 | 0.47% |