Alera Investment Advisors, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PSEP and the CUSIP is 45782C656. A total of 147 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2023$372,992
+6.0%
11,403
-0.6%
0.08%
-1.2%
Q1 2023$351,838
-0.2%
11,468
-4.8%
0.08%
-2.4%
Q4 2022$352,552
-11.9%
12,052
-16.2%
0.08%
-26.5%
Q3 2022$400,000
-20.6%
14,375
-19.9%
0.11%
-19.9%
Q2 2022$504,000
-6.5%
17,9400.0%0.14%
+14.6%
Q1 2022$539,000
-2.7%
17,940
-1.6%
0.12%
-19.1%
Q4 2021$554,000
+4.1%
18,223
-0.5%
0.15%
-3.2%
Q3 2021$532,000
+31.4%
18,309
+33.4%
0.16%
+28.7%
Q2 2021$405,000
+2.5%
13,7270.0%0.12%
-6.2%
Q1 2021$395,000
+3.1%
13,7270.0%0.13%
-3.7%
Q4 2020$383,000
-18.7%
13,727
-23.4%
0.14%
-28.2%
Q3 2020$471,00017,9170.19%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,444,278$44,310,44915.04%
Joseph Group Capital Management 368,987$11,320,5219.93%
ALTFEST L J & CO INC 1,193,156$36,6065.74%
Crown Wealth Group, LLC 177,958$5,459,7514.57%
YARGER WEALTH STRATEGIES, LLC 111,797$3,429,9323.76%
Outlook Wealth Advisors, LLC 212,336$6,514,4822.90%
Transform Wealth, LLC 893,144$27,401,6462.58%
Pillar Wealth Advisors, LLC 83,481$2,561,1972.55%
Steward Financial Group LLC 192,514$5,9061.97%
Delta Investment Management, LLC 193,073$5,923,4801.70%
View complete list of INNOVATOR ETFS TR shareholders