Trek Financial, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UDEC and the CUSIP is 45782C532. A total of 50 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
Trek Financial, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2024$1,120,083
+2.6%
32,6650.0%0.09%
+3.5%
Q1 2024$1,091,651
+3.8%
32,665
-0.5%
0.09%
-5.5%
Q4 2023$1,051,350
-5.0%
32,815
-12.9%
0.09%
-9.9%
Q3 2023$1,106,571
-2.7%
37,6650.0%0.10%
+1.0%
Q2 2023$1,137,099
+5.9%
37,6650.0%0.10%0.0%
Q1 2023$1,073,73937,6650.10%
Other shareholders
INNOVATOR ETFS TR shareholders Q2 2023
NameSharesValueWeighting ↓
Donald L. Hagan, LLC 95,528$2,718,0001.99%
Compass Advisory Group LLC 25,628$729,0000.56%
Castle Rock Wealth Management, LLC 35,067$1,003,0000.42%
Archer Investment Corp 27,424$780,366,0000.37%
Atria Investments, Inc 500,660$14,247,0000.34%
Strategic Blueprint, LLC 20,616$587,0000.15%
Tradition Wealth Management, LLC 20,650$588,0000.11%
Arete Wealth Advisors, LLC 24,115$682,0000.10%
First Heartland Consultants, Inc. 13,844$394,0000.07%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 7,750$221,0000.05%
View complete list of INNOVATOR ETFS TR shareholders