Octavia Wealth Advisors, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UDEC and the CUSIP is 45782C532. A total of 49 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
Octavia Wealth Advisors, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$774,291
-2.7%
26,3550.0%0.16%
-3.1%
Q2 2023$795,652
+9.3%
26,355
+3.2%
0.16%
-1.2%
Q1 2023$727,799
+3.9%
25,5300.0%0.16%
-5.2%
Q4 2022$700,288
+225.7%
25,530
+231.6%
0.17%
+198.3%
Q3 2022$215,0000.0%7,6990.0%0.06%
+3.6%
Q2 2022$215,000
-6.5%
7,6990.0%0.06%
+9.8%
Q1 2022$230,0007,6990.05%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Donald L. Hagan, LLC 95,528$2,718,0001.99%
Compass Advisory Group LLC 25,628$729,0000.56%
Castle Rock Wealth Management, LLC 35,067$1,003,0000.42%
Archer Investment Corp 27,424$780,366,0000.37%
Atria Investments, Inc 500,660$14,247,0000.34%
Strategic Blueprint, LLC 20,616$587,0000.15%
Tradition Wealth Management, LLC 20,650$588,0000.11%
Arete Wealth Advisors, LLC 24,115$682,0000.10%
First Heartland Consultants, Inc. 13,844$394,0000.07%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 7,750$221,0000.05%
View complete list of INNOVATOR ETFS TR shareholders