INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 123 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $375,937 | +12.8% | 10,408 | +6.1% | 0.16% | +7.5% |
| Q3 2023 | $333,283 | -14.8% | 9,814 | -16.0% | 0.15% | -10.9% |
| Q2 2023 | $391,264 | -87.1% | 11,690 | -87.8% | 0.16% | -87.8% |
| Q1 2023 | $3,025,156 | +0.9% | 95,642 | -4.0% | 1.35% | -4.5% |
| Q4 2022 | $2,997,227 | -4.2% | 99,675 | -8.8% | 1.41% | -13.6% |
| Q3 2022 | $3,129,000 | -34.0% | 109,275 | -30.3% | 1.64% | -21.5% |
| Q2 2022 | $4,742,000 | 0.0% | 156,838 | 0.0% | 2.09% | 0.0% |
| Q1 2022 | $4,742,000 | -2.4% | 156,838 | -1.7% | 2.09% | -2.8% |
| Q4 2021 | $4,857,000 | +10.3% | 159,509 | +6.2% | 2.14% | +7.5% |
| Q3 2021 | $4,404,000 | -4.5% | 150,144 | -5.2% | 2.00% | -7.5% |
| Q2 2021 | $4,611,000 | -3.5% | 158,375 | -5.5% | 2.16% | -11.4% |
| Q1 2021 | $4,778,000 | -4.6% | 167,664 | -6.9% | 2.44% | -18.4% |
| Q4 2020 | $5,008,000 | +10.7% | 180,045 | +4.7% | 2.99% | +2.3% |
| Q3 2020 | $4,524,000 | +0.8% | 171,965 | -3.5% | 2.92% | -3.4% |
| Q2 2020 | $4,489,000 | +12.1% | 178,264 | +0.5% | 3.02% | +4.4% |
| Q1 2020 | $4,004,000 | -13.1% | 177,339 | -2.5% | 2.90% | -10.2% |
| Q4 2018 | $4,608,000 | – | 181,899 | – | 3.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 237,994 | $8,082,276 | 3.09% |
| Pillar Wealth Advisors, LLC | 100,864 | $3,425,341 | 2.96% |
| Valtinson Bruner Financial Planning LLC | 155,227 | $5,271,509 | 2.88% |
| AMERICAN ASSET MANAGEMENT INC. | 30,615 | $1,039,685 | 1.75% |
| Epic Trust Investment Advisors, LLC | 30,477 | $1,034,999 | 1.63% |
| Elmwood Wealth Management, Inc. | 71,970 | $2,444,102 | 1.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 103,001 | $3,497,914 | 0.94% |
| Global Strategic Investment Solutions, LLC | 211,394 | $7,178,940 | 0.92% |
| Cape Investment Advisory, Inc. | 35,270 | $1,197,769 | 0.68% |
| BCS Wealth Management | 47,587 | $1,616 | 0.67% |