Fermata Advisors, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UAPR and the CUSIP is 45782C805. A total of 50 filers reported holding INNOVATOR ETFS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q4 2022$216,591
-68.2%
8,730
-69.0%
0.06%
-71.2%
Q3 2022$682,000
-33.5%
28,119
-32.8%
0.22%
-38.0%
Q2 2022$1,026,000
+69.9%
41,840
+83.3%
0.36%
+58.4%
Q1 2022$604,000
-5.0%
22,829
-5.6%
0.23%
-3.0%
Q4 2021$636,000
+1.3%
24,185
-0.8%
0.23%
-15.9%
Q3 2021$628,000
-67.3%
24,374
-67.5%
0.28%
-75.2%
Q2 2021$1,923,00074,8881.12%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 932,032$27,064,81121.83%
KFG WEALTH MANAGEMENT, LLC 233,042$6,767,1862.68%
Tradition Wealth Management, LLC 298,045$8,654,7800.84%
CENTRAL VALLEY ADVISORS, LLC 27,482$1,897,9540.81%
RPS ADVISORY SOLUTIONS LLC 28,770$835,4380.77%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 182,194$5,290,6360.58%
City Center Advisors, LLC 16,820$473,6510.56%
ALTERNA WEALTH MANAGEMENT, INC 20,780$603,4200.53%
Worth Financial Advisory Group, LLC 24,582$713,8240.47%
Archer Investment Corp 53,238$1,545,9630.45%
View complete list of INNOVATOR ETFS TR shareholders