INNOVATOR ETFS TR's ticker is BJUL and the CUSIP is 45782C789. A total of 98 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $270,762 | -11.8% | 7,855 | -9.8% | 0.34% | -19.1% |
Q2 2023 | $307,072 | +7.8% | 8,705 | -0.2% | 0.41% | +1.2% |
Q1 2023 | $284,980 | +4.5% | 8,723 | -1.1% | 0.41% | -2.9% |
Q4 2022 | $272,732 | -3.3% | 8,823 | 0.0% | 0.42% | -0.2% |
Q2 2022 | $282,000 | +4.8% | 8,823 | +8.1% | 0.42% | +16.3% |
Q1 2022 | $269,000 | -1.1% | 8,163 | 0.0% | 0.36% | +3.4% |
Q4 2021 | $272,000 | -0.7% | 8,163 | -5.9% | 0.35% | -8.1% |
Q3 2021 | $274,000 | +0.7% | 8,673 | 0.0% | 0.38% | -0.8% |
Q2 2021 | $272,000 | +3.8% | 8,673 | +2.4% | 0.38% | -6.1% |
Q1 2021 | $262,000 | – | 8,473 | – | 0.41% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INTEGRAL INVESTMENT ADVISORS, INC. | 202,218 | $6,606,451 | 4.73% |
Berkshire Money Management, Inc. | 709,382 | $23,175,510 | 3.51% |
Wealthquest Corp | 360,767 | $11,786,257 | 1.53% |
Valtinson Bruner Financial Planning LLC | 80,984 | $2,645,747 | 1.51% |
Bellwether Advisors, LLC | 75,642 | $2,471,224 | 0.68% |
My Personal CFO, LLC | 21,600 | $705,672 | 0.60% |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 51,072 | $1,668,522 | 0.60% |
DHJJ Financial Advisors, Ltd. | 25,338 | $827,139 | 0.45% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 44,836 | $1,464,792 | 0.44% |
ACAS, LLC | 8,723 | $284,980 | 0.41% |