MILESTONE ASSET MANAGEMENT, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UMAR and the CUSIP is 45782C375. A total of 37 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MILESTONE ASSET MANAGEMENT, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$444,855
-29.9%
14,903
-29.4%
0.16%
-44.3%
Q2 2023$634,597
+4.7%
21,1110.0%0.28%
-19.1%
Q1 2023$606,30821,1110.35%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
KFG WEALTH MANAGEMENT, LLC 39,693$1,183,8940.64%
Archer Investment Corp 46,137$1,376,0960.48%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 52,386$1,562,4800.21%
Berger Financial Group, Inc 52,433$1,563,8830.18%
MILESTONE ASSET MANAGEMENT, LLC 14,903$444,8550.16%
BCS Wealth Management 10,718$3200.13%
Truadvice, LLC 9,572$292,3290.12%
BEDEL FINANCIAL CONSULTING INC 9,749$290,7770.06%
Strategic Blueprint, LLC 11,984$357,4380.03%
NewEdge Advisors, LLC 86,454$2,578,6030.03%
View complete list of INNOVATOR ETFS TR shareholders