Innovator ETFs Trust - QHDG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Compound Planning, Inc. | History | No change | 15,632 | 442 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,291 | 122 | 0.0% | 0.0% | 2 | -2,918 | -40.48% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Added to | 198 | 5 | 0.0% | 0.0% | 3 | +49 | 32.89% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |