INNOVATOR ETFS TR's ticker is KJAN and the CUSIP is 45782C474. A total of 70 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,166 | -3.9% | 19,243 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $615,437 | +4.1% | 19,243 | 0.0% | 0.09% | -4.2% |
| Q1 2023 | $591,337 | +113.9% | 19,243 | +108.2% | 0.10% | +95.9% |
| Q4 2022 | $276,458 | +6.3% | 9,243 | 0.0% | 0.05% | -3.9% |
| Q3 2022 | $260,000 | -0.4% | 9,243 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $261,000 | -9.7% | 9,243 | 0.0% | 0.05% | -15.3% |
| Q1 2022 | $289,000 | -3.3% | 9,243 | 0.0% | 0.06% | -1.7% |
| Q4 2021 | $299,000 | +3.8% | 9,243 | 0.0% | 0.06% | -7.7% |
| Q3 2021 | $288,000 | -0.3% | 9,243 | 0.0% | 0.06% | -4.4% |
| Q2 2021 | $289,000 | +2.8% | 9,243 | 0.0% | 0.07% | -13.9% |
| Q1 2021 | $281,000 | – | 9,243 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Advisory Group LLC | 271,316 | $7,868,000 | 6.02% |
| Valtinson Bruner Financial Planning LLC | 111,906 | $3,315,000 | 2.08% |
| Arlington Capital Management, Inc. | 45,424 | $1,317,000 | 1.80% |
| Vista Private Wealth Partners. LLC | 101,130 | $2,902,000 | 1.44% |
| PERSONAL CFO SOLUTIONS, LLC | 151,292 | $4,387,000 | 1.09% |
| Tradition Wealth Management, LLC | 126,325 | $3,663,000 | 0.71% |
| DHJJ Financial Advisors, Ltd. | 27,200 | $789,000 | 0.50% |
| Berkshire Money Management, Inc. | 75,872 | $2,200,000 | 0.41% |
| Parkside Investments, LLC | 55,300 | $1,603,000 | 0.36% |
| BCGM Wealth Management, LLC | 11,809 | $356,000 | 0.25% |