INNOVATOR ETFS TR's ticker is UMAR and the CUSIP is 45782C375. A total of 34 filers reported holding INNOVATOR ETFS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,777 | -0.8% | 9,749 | 0.0% | 0.06% | -3.3% |
| 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 | 29,364 | $927,901 | 0.42% |
| Archer Investment Corp | 41,141 | $1,300,056 | 0.42% |
| Berger Financial Group, Inc | 52,433 | $1,656,883 | 0.17% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 47,965 | $1,515,694 | 0.16% |
| BCS Wealth Management | 10,718 | $339 | 0.12% |
| MILESTONE ASSET MANAGEMENT, LLC | 8,264 | $261,142 | 0.09% |
| Castleview Partners, LLC | 1,983 | $62,663 | 0.04% |
| Arete Wealth Advisors, LLC | 13,640 | $431,024 | 0.03% |
| SILVER OAK SECURITIES, Inc | 6,362 | $201,039 | 0.03% |
| ATTICUS WEALTH MANAGEMENT, LLC | 1,940 | $61,304 | 0.02% |