INNOVATOR ETFS TR's ticker is UMAY and the CUSIP is 45782C292. A total of 50 filers reported holding INNOVATOR ETFS TR in Q2 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 | 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% |