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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,616 | -9.5% | 47,587 | -10.8% | 0.67% | -48.5% |
| Q2 2023 | $1,785 | +0.5% | 53,334 | -5.0% | 1.30% | +62.6% |
| Q1 2023 | $1,776 | +5.2% | 56,142 | 0.0% | 0.80% | +13.4% |
| Q4 2022 | $1,688 | -99.8% | 56,142 | +111.7% | 0.71% | +98.0% |
| Q3 2022 | $759,000 | +1.9% | 26,525 | 0.0% | 0.36% | +7.9% |
| Q2 2022 | $745,000 | -11.6% | 26,525 | -4.9% | 0.33% | -5.2% |
| Q1 2022 | $843,000 | -3.7% | 27,892 | -3.0% | 0.35% | +11.1% |
| Q4 2021 | $875,000 | +26.1% | 28,744 | +21.5% | 0.31% | +6.8% |
| Q3 2021 | $694,000 | +159.0% | 23,658 | +151.5% | 0.29% | +131.5% |
| Q1 2021 | $268,000 | +2.3% | 9,407 | 0.0% | 0.13% | -6.6% |
| Q4 2020 | $262,000 | +8.7% | 9,407 | +3.1% | 0.14% | 0.0% |
| Q3 2020 | $241,000 | – | 9,124 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 237,994 | $8,082,276 | 3.09% |
| Pillar Wealth Advisors, LLC | 100,864 | $3,425,341 | 2.96% |
| Valtinson Bruner Financial Planning LLC | 155,227 | $5,271,509 | 2.88% |
| AMERICAN ASSET MANAGEMENT INC. | 30,615 | $1,039,685 | 1.75% |
| Epic Trust Investment Advisors, LLC | 30,477 | $1,034,999 | 1.63% |
| Elmwood Wealth Management, Inc. | 71,970 | $2,444,102 | 1.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 103,001 | $3,497,914 | 0.94% |
| Global Strategic Investment Solutions, LLC | 211,394 | $7,178,940 | 0.92% |
| Cape Investment Advisory, Inc. | 35,270 | $1,197,769 | 0.68% |
| BCS Wealth Management | 47,587 | $1,616 | 0.67% |