INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 20 filers reported holding INNOVATOR ETFS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,821,682 | -3.4% | 65,836 | -2.5% | 0.61% | -5.1% |
| Q2 2023 | $1,886,306 | -0.8% | 67,527 | -4.4% | 0.64% | -5.3% |
| Q1 2023 | $1,902,275 | +0.4% | 70,664 | 0.0% | 0.68% | -19.6% |
| Q4 2022 | $1,894,127 | -0.1% | 70,664 | -5.1% | 0.85% | -11.4% |
| Q3 2022 | $1,896,000 | -3.6% | 74,467 | 0.0% | 0.96% | -4.8% |
| Q2 2022 | $1,967,000 | -8.5% | 74,467 | 0.0% | 1.00% | +1.4% |
| Q1 2022 | $2,149,000 | -0.3% | 74,467 | -2.5% | 0.99% | +12.5% |
| Q4 2021 | $2,156,000 | -1.5% | 76,405 | 0.0% | 0.88% | +17.4% |
| Q3 2021 | $2,188,000 | +1.5% | 76,405 | 0.0% | 0.75% | -5.3% |
| Q2 2021 | $2,156,000 | – | 76,405 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradition Wealth Management, LLC | 813,197 | $23,261 | 2.72% |
| Outlook Wealth Advisors, LLC | 230,258 | $6,435,664 | 2.43% |
| TCWP LLC | 171,973 | $4,806,611 | 1.03% |
| KFG WEALTH MANAGEMENT, LLC | 46,587 | $1,302,107 | 0.76% |
| Worth Financial Advisory Group, LLC | 29,234 | $817,084 | 0.76% |
| Castle Rock Wealth Management, LLC | 67,527 | $1,886,306 | 0.64% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 103,994 | $2,906,611 | 0.41% |
| MILESTONE ASSET MANAGEMENT, LLC | 32,926 | $920,275 | 0.41% |
| Brookstone Capital Management | 664,390 | $18,463,410 | 0.37% |
| Phoenix Wealth Advisors | 14,815 | $414,076 | 0.24% |