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 | $1,331,225 | -5.9% | 38,071 | -2.6% | 0.03% | -3.6% |
| Q2 2023 | $1,415,413 | +7.1% | 39,071 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $1,321,916 | +5.6% | 39,071 | -0.4% | 0.03% | 0.0% |
| Q4 2022 | $1,251,832 | +104.9% | 39,228 | +89.9% | 0.03% | +86.7% |
| Q3 2022 | $611,000 | -7.0% | 20,657 | -4.4% | 0.02% | 0.0% |
| Q2 2022 | $657,000 | -6.8% | 21,598 | +4.9% | 0.02% | 0.0% |
| Q1 2022 | $705,000 | -2.9% | 20,598 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $726,000 | +102.2% | 20,598 | +92.0% | 0.02% | +87.5% |
| Q3 2021 | $359,000 | +0.8% | 10,730 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $356,000 | +4.1% | 10,730 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $342,000 | -7.8% | 10,730 | -11.8% | 0.01% | -20.0% |
| Q4 2020 | $371,000 | – | 12,169 | – | 0.01% | – |
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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% |