INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 23 filers reported holding INNOVATOR ETFS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $324,541 | -15.0% | 11,729 | -14.1% | 0.23% | +2.3% |
Q2 2023 | $381,710 | -22.7% | 13,657 | -25.9% | 0.22% | -37.6% |
Q1 2023 | $493,782 | +2.6% | 18,423 | 0.0% | 0.35% | -10.4% |
Q4 2022 | $481,489 | +2.4% | 18,423 | 0.0% | 0.40% | -20.2% |
Q3 2022 | $470,000 | -1.9% | 18,423 | 0.0% | 0.50% | +0.6% |
Q2 2022 | $479,000 | -9.8% | 18,423 | 0.0% | 0.49% | +38.2% |
Q1 2022 | $531,000 | +0.2% | 18,423 | 0.0% | 0.36% | -15.4% |
Q4 2021 | $530,000 | – | 18,423 | – | 0.42% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tradition Wealth Management, LLC | 812,103 | $23,019 | 2.74% |
Outlook Wealth Advisors, LLC | 228,086 | $6,311,138 | 2.41% |
Worth Financial Advisory Group, LLC | 29,234 | $808,905 | 0.73% |
KFG WEALTH MANAGEMENT, LLC | 45,465 | $1,258,026 | 0.68% |
Castle Rock Wealth Management, LLC | 65,836 | $1,821,682 | 0.61% |
Phoenix Wealth Advisors | 14,815 | $409,931 | 0.24% |
RETIREMENT GUYS FORMULA LLC | 11,729 | $324,541 | 0.23% |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 59,383 | $1,643,128 | 0.22% |
Truadvice, LLC | 17,912 | $505,742 | 0.20% |
MILESTONE ASSET MANAGEMENT, LLC | 15,190 | $419,572 | 0.15% |