INNOVATOR ETFS TR's ticker is UMAR and the CUSIP is 45782C375. A total of 37 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320 | -0.6% | 10,718 | 0.0% | 0.13% | -43.4% |
| Q2 2023 | $322 | +4.5% | 10,718 | 0.0% | 0.24% | +69.1% |
| Q1 2023 | $308 | +2.0% | 10,718 | 0.0% | 0.14% | +10.3% |
| Q4 2022 | $302 | -99.9% | 10,718 | 0.0% | 0.13% | -10.0% |
| Q3 2022 | $297,000 | -1.3% | 10,718 | 0.0% | 0.14% | +4.5% |
| Q2 2022 | $301,000 | -7.1% | 10,718 | 0.0% | 0.13% | 0.0% |
| Q1 2022 | $324,000 | +1.6% | 10,718 | 0.0% | 0.13% | +17.5% |
| Q4 2021 | $319,000 | +2.2% | 10,718 | 0.0% | 0.11% | -13.6% |
| Q3 2021 | $312,000 | 0.0% | 10,718 | 0.0% | 0.13% | -20.5% |
| Q2 2021 | $312,000 | +2.3% | 10,718 | 0.0% | 0.17% | +14.5% |
| Q1 2021 | $305,000 | – | 10,718 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 39,693 | $1,183,894 | 0.64% |
| Archer Investment Corp | 46,137 | $1,376,096 | 0.48% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 52,386 | $1,562,480 | 0.21% |
| Berger Financial Group, Inc | 52,433 | $1,563,883 | 0.18% |
| MILESTONE ASSET MANAGEMENT, LLC | 14,903 | $444,855 | 0.16% |
| BCS Wealth Management | 10,718 | $320 | 0.13% |
| Truadvice, LLC | 9,572 | $292,329 | 0.12% |
| BEDEL FINANCIAL CONSULTING INC | 9,749 | $290,777 | 0.06% |
| Strategic Blueprint, LLC | 11,984 | $357,438 | 0.03% |
| NewEdge Advisors, LLC | 86,454 | $2,578,603 | 0.03% |