INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 40 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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tradition Wealth Management, LLC | 812,103 | $23,019 | 2.74% |
Outlook Wealth Advisors, LLC | 228,086 | $6,311,138 | 2.41% |
Worth Financial Advisory Group, LLC | 29,234 | $808,905 | 0.73% |
KFG WEALTH MANAGEMENT, LLC | 45,465 | $1,258,026 | 0.68% |
Castle Rock Wealth Management, LLC | 65,836 | $1,821,682 | 0.61% |
Phoenix Wealth Advisors | 14,815 | $409,931 | 0.24% |
RETIREMENT GUYS FORMULA LLC | 11,729 | $324,541 | 0.23% |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 59,383 | $1,643,128 | 0.22% |
Truadvice, LLC | 17,912 | $505,742 | 0.20% |
MILESTONE ASSET MANAGEMENT, LLC | 15,190 | $419,572 | 0.15% |