Trek Financial, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 123 filers reported holding INNOVATOR ETFS TR in Q3 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
Q3 2023$5,995,604
+0.5%
176,549
-1.0%
0.55%
+4.2%
Q2 2023$5,968,069
+3.2%
178,311
-2.5%
0.53%
-2.4%
Q1 2023$5,781,711
+5.3%
182,792
+0.1%
0.54%
-1.6%
Q4 2022$5,490,662182,5960.55%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
WPWealth LLP 237,994$8,082,2763.09%
Pillar Wealth Advisors, LLC 100,864$3,425,3412.96%
Valtinson Bruner Financial Planning LLC 155,227$5,271,5092.88%
AMERICAN ASSET MANAGEMENT INC. 30,615$1,039,6851.75%
Epic Trust Investment Advisors, LLC 30,477$1,034,9991.63%
Elmwood Wealth Management, Inc. 71,970$2,444,1021.18%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 103,001$3,497,9140.94%
Global Strategic Investment Solutions, LLC 211,394$7,178,9400.92%
Cape Investment Advisory, Inc. 35,270$1,197,7690.68%
BCS Wealth Management 47,587$1,6160.67%
View complete list of INNOVATOR ETFS TR shareholders