Who owns Innovator Etfs Tr s&p 500 ultra?
- Ticker: UDEC
- CUSIP Number: 45782c532
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Analyze quarterly positions in Innovator Etfs Tr s&p 500 ultra with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Innovator Etfs Tr s&p 500 ultra stock
Who bought or sold Innovator Etfs Tr s&p 500 ultra this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Brookstone Capital Management | 955k | $34M | 781% | Dec 2024 |
|
| Sovran Advisors | 257k | $9.0M | 100% | Dec 2024 |
|
| Tounjian Advisory Partners | 222k | $7.6M | 100% | Mar 2025 |
|
| Encompass More Asset Management | 163k | $5.7M | 100% | Dec 2024 |
|
| Private Client Services | 129k | $4.4M | 100% | Mar 2025 |
|
| Commonwealth Equity Services | 125k | $4.4M | 33% | Dec 2024 |
|
| Kestra Advisory Services | 121k | $4.2M | 186% | Dec 2024 |
|
| Kfg Wealth Management | 115k | $3.9M | 53% | Mar 2025 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 110k | $3.9M | 14% | Dec 2024 |
|
| Milestone Asset Management | 89k | $3.0M | -8% | Mar 2025 |
|
| Spire Wealth Management | 81k | $2.8M | 96% | Dec 2024 |
|
| Berger Financial Group | 78k | $2.7M | 346% | Dec 2024 |
|
| Branch Banking & Trust Company | 60k | $2.1M | 33% | Dec 2024 |
|
| Kellett Schaffner Wealth Advisors | 55k | $1.9M | 100% | Dec 2024 |
|
| Donald L. Hagan | 55k | $1.9M | -49% | Mar 2025 |
|
| Bright Futures Wealth Management | 54k | $1.9M | 100% | Dec 2024 |
|
| Arete Wealth Advisors | 52k | $1.8M | -1% | Dec 2024 |
|
| Advisor Group Holdings | 46k | $1.6M | -4% | Dec 2024 |
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| Castle Rock Wealth Management | 45k | $1.6M | -6% | Dec 2024 |
|
| Central Valley Advisors | 45k | $1.5M | -4% | Mar 2025 |
|
| Goss Wealth Management | 45k | $1.6M | -16% | Dec 2024 |
|
| Ameritas Advisory Services | 44k | $1.5M | 100% | Dec 2024 |
|
| Strategic Blueprint | 38k | $1.3M | 13% | Dec 2024 |
|
| Advisory Services Network | 37k | $1.3M | 111% | Dec 2024 |
|
| Cetera Investment Advisers | 37k | $1.3M | 19% | Dec 2024 |
|
| Mml Investors Services | 30k | $1.1M | 21% | Dec 2024 |
|
| Envestnet Asset Management | 30k | $1.0M | 110% | Dec 2024 |
|
| IHT Wealth Management | 29k | $999k | 100% | Dec 2024 |
|
| Raymond James Financial | 26k | $927k | 100% | Dec 2024 |
|
| Octavia Wealth Advisors | 26k | $904k | 0% | Mar 2025 |
|
| AE Wealth Management | 25k | $892k | 83% | Dec 2024 |
|
| Garden State Investment Advisory Services | 25k | $891k | 0% | Dec 2024 |
|
| BCJ Capital Management | 25k | $890k | 70% | Dec 2024 |
|
| HighTower Advisors | 24k | $850k | 0% | Dec 2024 |
|
| LPL Financial | 24k | $848k | 17% | Dec 2024 |
|
| Fermata Advisors | 24k | $821k | -17% | Mar 2025 |
|
| Emerald Investment Partners | 20k | $703k | 2870% | Dec 2024 |
|
| Lakeridge Wealth Management | 19k | $652k | -1% | Mar 2025 |
|
| Fiduciary Financial Group | 19k | $618k | 100% | Mar 2025 |
|
| Citadel Advisors | 17k | $611k | 100% | Dec 2024 |
|
| Bravias Capital Group | 17k | $602k | 100% | Dec 2024 |
|
| Allegiance Financial Group Advisory Services | 15k | $537k | 100% | Dec 2024 |
|
| Susquehanna International | 15k | $525k | -36% | Dec 2024 |
|
| Maia Wealth | 14k | $492k | 100% | Dec 2024 |
|
| Wood Tarver Financial Group | 14k | $476k | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 14k | $475k | 25% | Dec 2024 |
|
| SageView Advisory Group | 13k | $465k | 100% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 13k | $445k | 52% | Mar 2025 |
|
| Harbour Investments | 13k | $450k | 0% | Dec 2024 |
|
| Steward Partners Investment Advisory | 10k | $360k | -5% | Dec 2024 |
|
| IMG Wealth Management | 10k | $358k | 100% | Dec 2024 |
|
| Stratos Wealth Advisors | 10k | $351k | 100% | Dec 2024 |
|
| Money Concepts Capital Corp | 10k | $350k | 0% | Dec 2024 |
|
| Compass Advisory Group | 9.3k | $327k | 0% | Dec 2024 |
|
| Ausdal Financial Partners | 8.6k | $303k | -3% | Dec 2024 |
|
| Wealth Alliance | 7.9k | $276k | 0% | Dec 2024 |
|
| FC Advisory | 7.9k | $270k | 0% | Mar 2025 |
|
| HPM Partners | 7.5k | $263k | 0% | Dec 2024 |
|
| Accurate Wealth Management | 7.3k | $245k | 9% | Mar 2025 |
|
| We Are One Seven | 7.0k | $247k | -93% | Dec 2024 |
|
| CoreCap Advisors | 7.0k | $244k | 100% | Dec 2024 |
|
| WorthPointe | 6.8k | $238k | 100% | Dec 2024 |
|
| Cornerstone Wealth Group | 6.7k | $235k | 100% | Dec 2024 |
|
| Foundations Investment Advisors | 6.4k | $223k | 100% | Dec 2024 |
|
| Novus Advisors | 6.3k | $221k | 100% | Dec 2024 |
|
| Change Path | 5.8k | $205k | 100% | Dec 2024 |
|
| SMI Advisory Services | 5.1k | $169k | 100% | Mar 2025 |
|
| UBS Group | 4.9k | $172k | 11036% | Dec 2024 |
|
| Atticus Wealth Management | 4.4k | $155k | 0% | Dec 2024 |
|
| Sugarloaf Wealth Management | 4.4k | $154k | 14% | Dec 2024 |
|
| Archer Investment Corp | 4.0k | $139k | 0% | Dec 2024 |
|
| IFP Advisors | 2.1k | $74k | 23% | Dec 2024 |
|
| Harbor Investment Advisory | 1.5k | $50k | 100% | Mar 2025 |
|
| DHJJ Financial Advisors | 550.00 | $19k | -43% | Dec 2024 |
|
| Jpmorgan Chase & Co | 463.00 | $16k | 0% | Dec 2024 |
|
| SRS Capital Advisors | 422.00 | $15k | 640% | Dec 2024 |
|
| EverSource Wealth Advisors | 300.00 | $11k | 100% | Dec 2024 |
|
| Morgan Stanley | 107.00 | $3.8k | 0% | Dec 2024 |
|
Who sold out of Innovator Etfs Tr s&p 500 ultra?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Jane Street | Sep 2024 | 17k | $597k |
| Wolverine Trading | Sep 2024 | 16k | $545k |
| Old Mission Capital | Sep 2024 | 11k | $369k |
| Continuum Advisory | Sep 2024 | 6.7k | $238k |