Who owns Innovator S&p 500 Pwr Buffer (mar) s&p 500 ultra?
- Ticker: UMAR
- CUSIP Number: 45782c375
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Analyze quarterly positions in Innovator S&p 500 Pwr Buffer with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Innovator S&p 500 Pwr Buffer (mar) s&p 500 ultra this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Advance Capital Management | 1.1M | $37M | 100% | Mar 2024 |
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Brookstone Capital Management | 558k | $18M | 4858% | Mar 2024 |
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Central Valley Advisors | 250k | $8.2M | 100% | Mar 2024 |
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Kfg Wealth Management | 91k | $3.0M | 208% | Mar 2024 |
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Advisor Group Holdings | 60k | $1.9M | -26% | Dec 2023 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 48k | $1.5M | -8% | Dec 2023 |
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Donald L. Hagan | 46k | $1.5M | 100% | Mar 2024 |
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Berger Financial Group | 44k | $1.4M | -16% | Mar 2024 |
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Archer Investment Corp | 41k | $1.3M | -11% | Dec 2023 |
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Branch Banking & Trust Company | 33k | $1.0M | -6% | Dec 2023 |
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Spire Wealth Management | 32k | $1.1M | 210% | Mar 2024 |
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Commonwealth Equity Services | 32k | $1.0M | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 17k | $567k | 35% | Mar 2024 |
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Ausdal Financial Partners | 16k | $530k | 100% | Mar 2024 |
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Townsquare Capital | 14k | $450k | 18% | Dec 2023 |
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Arete Wealth Advisors | 14k | $431k | 100% | Dec 2023 |
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Citadel Advisors | 13k | $405k | 100% | Dec 2023 |
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RFG Advisory | 11k | $364k | 100% | Mar 2024 |
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BCS Wealth Management | 11k | $339k | 0% | Dec 2023 |
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Retirement Planning Group | 10k | $336k | 100% | Mar 2024 |
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Visionary Wealth Advisors | 9.2k | $289k | 0% | Dec 2023 |
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HighTower Advisors | 8.9k | $279k | -95% | Dec 2023 |
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Chicago Partners Investment | 8.8k | $280k | 0% | Dec 2023 |
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Foundations Investment Advisors | 8.3k | $264k | -45% | Dec 2023 |
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Milestone Asset Management | 8.3k | $270k | 0% | Mar 2024 |
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Royal Bank of Canada | 8.3k | $261k | 538% | Dec 2023 |
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Silver Oak Securities | 6.4k | $201k | 100% | Dec 2023 |
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Occidental Asset Management | 6.2k | $203k | 100% | Mar 2024 |
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Castleview Partners | 2.0k | $63k | 100% | Dec 2023 |
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Atticus Wealth Management | 1.9k | $63k | 0% | Mar 2024 |
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Emerald Investment Partners | 1.8k | $57k | 0% | Dec 2023 |
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DHJJ Financial Advisors | 1.2k | $40k | 0% | Mar 2024 |
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UBS Group | 817.00 | $26k | 61% | Dec 2023 |
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Harbour Investments | 725.00 | $23k | 0% | Dec 2023 |
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Larson Financial Group | 240.00 | $7.6k | 0% | Dec 2023 |
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CGC Financial Services | 22.00 | $718.999600 | -71% | Mar 2024 |
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Oliver Lagore Vanvalin Investment Group | 7.00 | $220.999800 | 0% | Dec 2023 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bedel Financial Consulting | Sep 2023 | 9.7k | $291k |
VisionPoint Advisory Group | Sep 2023 | 2.0k | $59k |
Authentikos Wealth Advisory | Sep 2023 | 8.00 | $239.000000 |