Fermata Advisors, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is USEP and the CUSIP is 45782C649. A total of 54 filers reported holding INNOVATOR ETFS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2024$212,728
+2.5%
6,2980.0%0.05%
+4.3%
Q1 2024$207,488
-55.3%
6,298
-60.3%
0.05%
-64.1%
Q3 2023$463,870
+59.9%
15,848
+44.2%
0.13%
+52.3%
Q4 2022$290,188
-65.9%
10,992
-67.1%
0.09%
-69.0%
Q3 2022$850,000
-41.3%
33,457
-38.9%
0.28%
-45.1%
Q2 2022$1,449,000
-13.6%
54,749
-7.5%
0.50%
-19.7%
Q1 2022$1,678,000
-5.8%
59,178
-4.7%
0.63%
-3.5%
Q4 2021$1,782,000
+40.6%
62,098
+36.3%
0.65%
+16.6%
Q3 2021$1,267,00045,5700.56%
Other shareholders
INNOVATOR ETFS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Archer Investment Corp 206,181$5,793,664,0002.28%
Soltis Investment Advisors LLC 109,258$3,070,0000.49%
DHJJ Financial Advisors, Ltd. 12,505$351,0000.18%
Strategic Blueprint, LLC 34,919$981,0000.15%
Bedel Financial Consulting, Inc. 11,034$310,0000.11%
InterOcean Capital Group, LLC 15,520$436,0000.02%
Sterling Financial Planning, Inc. 1,036$29,0000.02%
HARBOUR INVESTMENTS, INC. 10,474$294,0000.01%
CWM, LLC 25,252$710,0000.01%
AVANTAX ADVISORY SERVICES, INC. 9,967$280,0000.01%
View complete list of INNOVATOR ETFS TR shareholders