INNOVATOR ETFS TR's ticker is BDEC and the CUSIP is 45782C557. A total of 64 filers reported holding INNOVATOR ETFS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,835 | -2.5% | 5,000 | -5.7% | 0.11% | -5.8% |
| Q1 2023 | $179,319 | +6.0% | 5,300 | 0.0% | 0.12% | -3.2% |
| Q4 2022 | $169,132 | -9.1% | 5,300 | -15.9% | 0.12% | -17.3% |
| Q3 2022 | $186,000 | -3.1% | 6,300 | 0.0% | 0.15% | +0.7% |
| Q2 2022 | $192,000 | -11.1% | 6,300 | 0.0% | 0.15% | +14.6% |
| Q1 2022 | $216,000 | -2.7% | 6,300 | 0.0% | 0.13% | +3.2% |
| Q4 2021 | $222,000 | +101.8% | 6,300 | +90.9% | 0.13% | +88.1% |
| Q3 2021 | $110,000 | 0.0% | 3,300 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $110,000 | +4.8% | 3,300 | 0.0% | 0.07% | -6.8% |
| Q1 2021 | $105,000 | +4.0% | 3,300 | 0.0% | 0.07% | -2.7% |
| Q4 2020 | $101,000 | – | 3,300 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| My Personal CFO, LLC | 55,640 | $2,015,654 | 1.58% |
| Wealthquest Corp | 260,899 | $9,451,517 | 1.13% |
| Accuvest Global Advisors | 44,200 | $1,601,000 | 0.82% |
| BCS Wealth Management | 24,134 | $874 | 0.64% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 23,543 | $852,885 | 0.57% |
| Bellwether Advisors, LLC | 50,089 | $1,814,559 | 0.53% |
| KFG WEALTH MANAGEMENT, LLC | 23,406 | $847,922 | 0.50% |
| Vantage Financial Partners, LLC | 29,286 | $1,060,935 | 0.40% |
| MILESTONE ASSET MANAGEMENT, LLC | 22,301 | $807,892 | 0.36% |
| Valtinson Bruner Financial Planning LLC | 14,035 | $508,442 | 0.27% |