INNOVATOR ETFS TR's ticker is PMAY and the CUSIP is 45782C318. A total of 5 filers reported holding INNOVATOR ETFS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,020,258 | -2.5% | 34,585 | -1.3% | 0.18% | -0.5% |
| Q2 2023 | $1,046,123 | -3.9% | 35,046 | -7.2% | 0.18% | -9.4% |
| Q1 2023 | $1,088,503 | +1.8% | 37,769 | -0.7% | 0.20% | -8.1% |
| Q4 2022 | $1,068,796 | +4.8% | 38,049 | 0.0% | 0.22% | -5.6% |
| Q3 2022 | $1,020,000 | -1.8% | 38,049 | 0.0% | 0.23% | +6.8% |
| Q2 2022 | $1,039,000 | – | 38,049 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 1,834,970 | $50,113,000 | 7.56% |
| ACUTE INVESTMENT ADVISORY, LLC | 163,779 | $4,473,000 | 3.48% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 67,301 | $1,838,000 | 3.00% |
| Southland Equity Partners LLC | 166,963 | $4,559,776 | 2.08% |
| Pinnacle Wealth Management Group, Inc. | 72,315 | $1,975,000 | 1.65% |
| Castle Rock Wealth Management, LLC | 88,731 | $2,474,000 | 1.26% |
| GILL CAPITAL PARTNERS, LLC | 86,176 | $2,641,000 | 1.16% |
| Crown Wealth Group, LLC | 45,900 | $1,254,000 | 1.14% |
| Transform Wealth, LLC | 273,340 | $7,465,000 | 1.11% |
| RETIREMENT GUYS FORMULA LLC | 34,193 | $934,000 | 0.96% |