INNOVATOR ETFS TR's ticker is BJAN and the CUSIP is 45782C409.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,123 | -2.6% | 12,850 | 0.0% | 0.43% | +1.4% |
| Q2 2023 | $484,701 | +7.3% | 12,850 | 0.0% | 0.42% | +8.2% |
| Q1 2023 | $451,806 | +106207.3% | 12,850 | 0.0% | 0.39% | +4.0% |
| Q4 2022 | $425 | -99.9% | 12,850 | 0.0% | 0.38% | +7.4% |
| Q3 2022 | $398,000 | -3.6% | 12,850 | 0.0% | 0.35% | +1.4% |
| Q2 2022 | $413,000 | -11.0% | 12,850 | 0.0% | 0.35% | -0.9% |
| Q1 2022 | $464,000 | – | 12,850 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 180,483 | $5,963,168 | 4.62% |
| Maltin Wealth Management, Inc. | 76,309 | $2,521,236 | 1.84% |
| DHJJ Financial Advisors, Ltd. | 84,514 | $2,790,691 | 1.60% |
| Stuart Chaussee & Associates, Inc. | 109,120 | $3,605,325 | 1.33% |
| Wealthquest Corp | 201,401 | $6,654,289 | 0.86% |
| Berkshire Money Management, Inc. | 154,514 | $5,105,143 | 0.81% |
| Orion Capital Management LLC | 30,535 | $1,008,876 | 0.74% |
| Marcum Wealth, LLC | 159,476 | $5,269,087 | 0.70% |
| Collaborative Wealth Managment Inc. | 21,941 | $724,931 | 0.48% |
| My Personal CFO, LLC | 4,507 | $409,696 | 0.38% |