INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 40 filers reported holding INNOVATOR ETFS TR in Q1 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradition Wealth Management, LLC | 813,197 | $23,261 | 2.72% |
| Outlook Wealth Advisors, LLC | 230,258 | $6,435,664 | 2.43% |
| TCWP LLC | 171,973 | $4,806,611 | 1.03% |
| KFG WEALTH MANAGEMENT, LLC | 46,587 | $1,302,107 | 0.76% |
| Worth Financial Advisory Group, LLC | 29,234 | $817,084 | 0.76% |
| Castle Rock Wealth Management, LLC | 67,527 | $1,886,306 | 0.64% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 103,994 | $2,906,611 | 0.41% |
| MILESTONE ASSET MANAGEMENT, LLC | 32,926 | $920,275 | 0.41% |
| Brookstone Capital Management | 664,390 | $18,463,410 | 0.37% |
| Phoenix Wealth Advisors | 14,815 | $414,076 | 0.24% |