INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 132 filers reported holding INNOVATOR ETFS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,285,275 | +19.2% | 126,186 | +17.4% | 0.05% | -10.2% |
| Q2 2023 | $3,596,185 | -16.0% | 107,445 | -20.6% | 0.06% | -19.2% |
| Q1 2023 | $4,280,330 | +3.7% | 135,325 | -1.4% | 0.07% | -8.8% |
| Q4 2022 | $4,127,074 | +147.1% | 137,249 | +135.3% | 0.08% | +116.2% |
| Q3 2022 | $1,670,000 | +49.0% | 58,338 | +46.4% | 0.04% | +54.2% |
| Q2 2022 | $1,121,000 | -55.4% | 39,846 | -52.1% | 0.02% | -29.4% |
| Q1 2022 | $2,516,000 | +67.8% | 83,229 | +69.1% | 0.03% | -12.8% |
| Q4 2021 | $1,499,000 | +10.3% | 49,225 | +6.2% | 0.04% | +14.7% |
| Q3 2021 | $1,359,000 | +15.1% | 46,344 | +14.3% | 0.03% | -19.0% |
| Q2 2021 | $1,181,000 | -18.0% | 40,549 | -19.7% | 0.04% | -52.8% |
| Q1 2021 | $1,441,000 | +2.6% | 50,523 | 0.0% | 0.09% | -7.3% |
| Q4 2020 | $1,405,000 | +139.8% | 50,523 | +127.7% | 0.10% | +68.4% |
| Q3 2020 | $586,000 | – | 22,192 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 237,994 | $8,082,276 | 3.09% |
| Pillar Wealth Advisors, LLC | 100,864 | $3,425,341 | 2.96% |
| Valtinson Bruner Financial Planning LLC | 155,227 | $5,271,509 | 2.88% |
| AMERICAN ASSET MANAGEMENT INC. | 30,615 | $1,039,685 | 1.75% |
| Epic Trust Investment Advisors, LLC | 30,477 | $1,034,999 | 1.63% |
| Elmwood Wealth Management, Inc. | 71,970 | $2,444,102 | 1.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 103,001 | $3,497,914 | 0.94% |
| Global Strategic Investment Solutions, LLC | 211,394 | $7,178,940 | 0.92% |
| Cape Investment Advisory, Inc. | 35,270 | $1,197,769 | 0.68% |
| BCS Wealth Management | 47,587 | $1,616 | 0.67% |