Trek Financial, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PJUL and the CUSIP is 45782C813. A total of 138 filers reported holding INNOVATOR ETFS TR in Q1 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$1,283,216
+5.3%
33,030
+2.9%
0.10%
+6.2%
Q1 2024$1,218,702
-23.1%
32,088
-26.7%
0.10%
-30.4%
Q4 2023$1,584,760
+49.6%
43,790
+39.3%
0.14%
+42.3%
Q3 2023$1,059,258
+119.1%
31,432
+122.5%
0.10%
+125.6%
Q2 2023$483,494
+73.2%
14,129
+60.1%
0.04%
+65.4%
Q1 2023$279,223
+4.8%
8,8250.0%0.03%
-3.7%
Q4 2022$266,427
+5.7%
8,8250.0%0.03%
+3.8%
Q3 2022$252,0008,8250.03%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Elmwood Wealth Management, Inc. 91,379$2,680,0001.64%
Bellwether Advisors, LLC 128,519$3,769,0001.49%
Pensionmark Financial Group, LLC 69,830$2,056,0000.50%
BECK CAPITAL MANAGEMENT, LLC 36,367$1,067,0000.40%
Nikulski Financial, Inc. 17,515$514,0000.26%
Well Done, LLC 31,083$912,0000.21%
Berkshire Money Management, Inc. 39,217$1,150,0000.20%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 22,292$654,0000.20%
Southland Equity Partners LLC 11,155$327,1770.19%
Valtinson Bruner Financial Planning LLC 10,166$299,0000.18%
View complete list of INNOVATOR ETFS TR shareholders