INNOVATOR ETFS TR's ticker is BDEC and the CUSIP is 45782C557. A total of 64 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 | $5,001 | -18.0% | 143,017 | -15.1% | 0.01% | -16.7% |
| Q2 2023 | $6,100 | +7.8% | 168,373 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $5,661 | +4.9% | 167,322 | -1.1% | 0.01% | -7.7% |
| Q4 2022 | $5,398 | -99.8% | 169,163 | +115.1% | 0.01% | +116.7% |
| Q3 2022 | $2,326,000 | -16.9% | 78,656 | -14.5% | 0.01% | -14.3% |
| Q2 2022 | $2,799,000 | -12.9% | 91,991 | -2.0% | 0.01% | 0.0% |
| Q1 2022 | $3,213,000 | -3.2% | 93,822 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $3,318,000 | +211.5% | 94,201 | +196.0% | 0.01% | +133.3% |
| Q3 2021 | $1,065,000 | +0.8% | 31,826 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,057,000 | -2.4% | 31,826 | -6.5% | 0.00% | 0.0% |
| Q1 2021 | $1,083,000 | +4.3% | 34,033 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,038,000 | +134.3% | 34,033 | +102.8% | 0.00% | +50.0% |
| Q2 2020 | $443,000 | -4.1% | 16,783 | -16.0% | 0.00% | 0.0% |
| Q1 2020 | $462,000 | -5.5% | 19,983 | +9.9% | 0.00% | 0.0% |
| Q4 2019 | $489,000 | – | 18,190 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| My Personal CFO, LLC | 52,640 | $1,840,658 | 1.49% |
| Wealthquest Corp | 245,720 | $8,592,073 | 1.06% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 23,543 | $823,226 | 0.58% |
| Bellwether Advisors, LLC | 50,089 | $1,751,457 | 0.48% |
| Accuvest Global Advisors | 23,058 | $806,000 | 0.44% |
| Vantage Financial Partners, LLC | 27,718 | $969,213 | 0.38% |
| KFG WEALTH MANAGEMENT, LLC | 17,356 | $606,886 | 0.33% |
| BCS Wealth Management | 21,312 | $745 | 0.31% |
| PCA Investment Advisory Services Inc. | 12,105 | $423,274 | 0.30% |
| Valtinson Bruner Financial Planning LLC | 13,956 | $487,998 | 0.27% |