INNOVATOR ETFS TR's ticker is UMAR and the CUSIP is 45782C375. A total of 16 filers reported holding INNOVATOR ETFS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $293,055 | +4.7% | 9,749 | 0.0% | 0.06% | -10.3% |
| Q1 2023 | $279,991 | +11.3% | 9,749 | +9.1% | 0.07% | +7.9% |
| Q4 2022 | $251,525 | -0.2% | 8,932 | 0.0% | 0.06% | -6.0% |
| Q3 2022 | $252,000 | +0.4% | 8,932 | 0.0% | 0.07% | -8.2% |
| Q2 2022 | $251,000 | -7.0% | 8,932 | 0.0% | 0.07% | -14.1% |
| Q1 2022 | $270,000 | +12.0% | 8,932 | +10.5% | 0.08% | +13.3% |
| Q4 2021 | $241,000 | +2.6% | 8,085 | 0.0% | 0.08% | -7.4% |
| Q3 2021 | $235,000 | 0.0% | 8,085 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $235,000 | +2.2% | 8,085 | 0.0% | 0.08% | -7.9% |
| Q1 2021 | $230,000 | +2.7% | 8,085 | 0.0% | 0.09% | -10.1% |
| Q4 2020 | $224,000 | +2.8% | 8,085 | 0.0% | 0.10% | -9.2% |
| Q3 2020 | $218,000 | – | 8,085 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 39,693 | $1,183,894 | 0.64% |
| Archer Investment Corp | 46,137 | $1,376,096 | 0.48% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 52,386 | $1,562,480 | 0.21% |
| Berger Financial Group, Inc | 52,433 | $1,563,883 | 0.18% |
| MILESTONE ASSET MANAGEMENT, LLC | 14,903 | $444,855 | 0.16% |
| BCS Wealth Management | 10,718 | $320 | 0.13% |
| Truadvice, LLC | 9,572 | $292,329 | 0.12% |
| BEDEL FINANCIAL CONSULTING INC | 9,749 | $290,777 | 0.06% |
| Strategic Blueprint, LLC | 11,984 | $357,438 | 0.03% |
| NewEdge Advisors, LLC | 86,454 | $2,578,603 | 0.03% |