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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $945 | -0.7% | 31,670 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $952 | -4.9% | 31,670 | -9.1% | 0.00% | 0.0% |
| Q1 2023 | $1,001 | +13.1% | 34,859 | +10.8% | 0.00% | 0.0% |
| Q4 2022 | $885 | -99.9% | 31,451 | -11.4% | 0.00% | -33.3% |
| Q3 2022 | $983,000 | -1.4% | 35,513 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $997,000 | -14.3% | 35,513 | -7.8% | 0.00% | 0.0% |
| Q1 2022 | $1,163,000 | +22.6% | 38,527 | +20.9% | 0.00% | +50.0% |
| Q4 2021 | $949,000 | -21.3% | 31,868 | -23.1% | 0.00% | -33.3% |
| Q3 2021 | $1,206,000 | -2.0% | 41,434 | -2.1% | 0.00% | 0.0% |
| Q2 2021 | $1,231,000 | +2.2% | 42,318 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,205,000 | +247.3% | 42,318 | +238.5% | 0.00% | +200.0% |
| Q4 2020 | $347,000 | +3.0% | 12,500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $337,000 | +2.1% | 12,500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $330,000 | -94.5% | 12,500 | -94.8% | 0.00% | -96.4% |
| Q1 2020 | $5,968,000 | – | 239,329 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| White Knight Strategic Wealth Advisors, LLC | 24,657 | $692,000 | 0.96% |
| Archer Investment Corp | 44,818 | $1,258,476,000 | 0.51% |
| Brookstone Capital Management | 504,288 | $14,338,000 | 0.32% |
| Stone House Investment Management, LLC | 16,945 | $476,000 | 0.22% |
| Fermata Advisors, LLC | 17,646 | $495,000 | 0.17% |
| Truadvice, LLC | 9,730 | $284,000 | 0.15% |
| BCS Wealth Management | 10,718 | $301,000 | 0.13% |
| Strategic Blueprint, LLC | 24,083 | $676,000 | 0.08% |
| Bedel Financial Consulting, Inc. | 8,932 | $251,000 | 0.07% |
| Wealthquest Corp | 16,789 | $466,000 | 0.07% |