MILESTONE ASSET MANAGEMENT, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UDEC and the CUSIP is 45782C532. A total of 55 filers reported holding INNOVATOR ETFS TR in Q2 2024. 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
Q2 2024$3,329,902
-5.1%
97,110
-7.5%
0.83%
-16.8%
Q1 2024$3,509,626
+3.8%
105,017
-0.5%
1.00%
-9.9%
Q4 2023$3,382,422
+6.0%
105,573
-2.9%
1.11%
-0.3%
Q3 2023$3,190,080
-7.3%
108,691
-4.7%
1.12%
-26.5%
Q2 2023$3,442,483
+8.0%
114,028
+2.0%
1.52%
-16.6%
Q1 2023$3,188,176
-1.0%
111,836
-2.4%
1.82%
-4.9%
Q4 2022$3,221,473114,5821.92%
Other shareholders
INNOVATOR ETFS TR shareholders Q2 2024
NameSharesValueWeighting ↓
KFG WEALTH MANAGEMENT, LLC 103,158$3,030,7211.65%
MILESTONE ASSET MANAGEMENT, LLC 108,691$3,190,0801.12%
Soltis Investment Advisors LLC 261,808$7,691,7360.99%
Castle Rock Wealth Management, LLC 56,715$1,671,9580.56%
Archer Investment Corp 39,905$1,172,3660.41%
MGO ONE SEVEN LLC 140,654$4,132,3160.32%
ATTICUS WEALTH MANAGEMENT, LLC 23,461$689,2680.26%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 53,645$1,576,0530.21%
Compass Advisory Group LLC 12,728$373,9400.20%
Octavia Wealth Advisors, LLC 26,355$774,2910.16%
View complete list of INNOVATOR ETFS TR shareholders