INNOVATOR ETFS TR's ticker is PFEB and the CUSIP is 45782C417. A total of 5 filers reported holding INNOVATOR ETFS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $238,254 | +6.6% | 7,297 | -0.6% | 0.04% | -5.0% |
| Q3 2023 | $223,527 | +140.5% | 7,339 | +143.2% | 0.04% | +42.9% |
| Q2 2023 | $92,930 | -58.4% | 3,018 | -60.6% | 0.03% | -26.3% |
| Q1 2023 | $223,645 | -20.0% | 7,651 | -20.2% | 0.04% | +90.0% |
| Q4 2022 | $279,496 | -9.5% | 9,588 | -12.4% | 0.02% | -13.0% |
| Q3 2022 | $309,000 | -91.5% | 10,940 | -91.5% | 0.02% | -90.8% |
| Q1 2022 | $3,621,000 | – | 129,330 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 329,045 | $9,338,000 | 7.88% |
| Maltin Wealth Management, Inc. | 117,341 | $3,330,000 | 2.02% |
| Berkshire Money Management, Inc. | 437,226 | $12,408,000 | 2.00% |
| WealthPLAN Partners, LLC | 938,022 | $26,860,000 | 1.89% |
| Southland Equity Partners LLC | 98,516 | $2,795,884 | 1.32% |
| Bellwether Advisors, LLC | 115,214 | $3,269,000 | 1.13% |
| Better Money Decisions, LLC | 35,331 | $1,003,000 | 0.90% |
| DFPG INVESTMENTS, LLC | 55,525 | $1,582,000 | 0.60% |
| Pensionmark Financial Group, LLC | 87,834 | $2,493,000 | 0.57% |
| GILL CAPITAL PARTNERS, LLC | 35,552 | $1,009,000 | 0.47% |