Fermata Advisors, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UMAR and the CUSIP is 45782C375. A total of 21 filers reported holding INNOVATOR ETFS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2022$370,000
-25.3%
13,377
-24.2%
0.12%
-30.6%
Q2 2022$495,000
+8.3%
17,646
+16.8%
0.17%
+1.2%
Q1 2022$457,000
+6.5%
15,114
+5.1%
0.17%
+8.9%
Q4 2021$429,000
+2.9%
14,387
+0.5%
0.16%
-14.7%
Q3 2021$417,000
-27.6%
14,321
-27.6%
0.18%
-45.1%
Q2 2021$576,000
+2.1%
19,779
+0.3%
0.34%
-29.5%
Q1 2021$564,00019,7240.48%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2021
NameSharesValueWeighting ↓
KFG WEALTH MANAGEMENT, LLC 41,801$1,256,5340.74%
CGC Financial Services, LLC 27,954$840,2970.55%
Archer Investment Corp 46,901$1,409,8440.50%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 96,675$2,906,0500.41%
MILESTONE ASSET MANAGEMENT, LLC 21,111$634,5970.28%
Brookstone Capital Management 435,586$13,024,5010.26%
BCS Wealth Management 10,718$3220.24%
Berger Financial Group, Inc 52,433$1,576,1360.18%
Truadvice, LLC 9,572$288,3290.11%
Bedel Financial Consulting, Inc. 9,749$293,0550.06%
View complete list of INNOVATOR ETFS TR shareholders