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 | 566k | $19M | 6% | Mar 2024 |
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| SageView Advisory Group | 408k | $13k | 100% | Dec 2023 |
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| We Are One Seven | 146k | $4.7M | 4% | Dec 2023 |
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| Commonwealth Equity Services | 119k | $3.8M | 14% | Dec 2023 |
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| Milestone Asset Management | 106k | $3.4M | -3% | Dec 2023 |
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| Foundations Investment Advisors | 98k | $3.2M | -3% | Dec 2023 |
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| Advisor Group Holdings | 74k | $2.4M | 32% | Dec 2023 |
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| Arete Wealth Advisors | 74k | $2.4M | 100% | Dec 2023 |
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| Kfg Wealth Management | 68k | $2.2M | -34% | Dec 2023 |
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| Castle Rock Wealth Management | 58k | $1.8M | 2% | Dec 2023 |
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| Branch Banking & Trust Company | 51k | $1.6M | 15% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 50k | $1.6M | -8% | Dec 2023 |
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| Spire Wealth Management | 47k | $1.5M | 2333% | Dec 2023 |
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| Strategic Blueprint | 37k | $1.2M | -1% | Dec 2023 |
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| HighTower Advisors | 34k | $1.1M | -3% | Dec 2023 |
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| BCJ Capital Management | 33k | $1.1M | -13% | Dec 2023 |
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| Berger Financial Group | 30k | $998k | 17% | Mar 2024 |
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| Octavia Wealth Advisors | 26k | $853k | -3% | Mar 2024 |
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| Archer Investment Corp | 20k | $642k | -50% | Dec 2023 |
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| Advisory Services Network | 18k | $561k | 100% | Dec 2023 |
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| Alera Investment Advisors | 17k | $554k | 0% | Dec 2023 |
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| Kestra Advisory Services | 16k | $527k | 100% | Dec 2023 |
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| AE Wealth Management | 16k | $507k | 70% | Dec 2023 |
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| Money Concepts Capital Corp | 15k | $493k | 100% | Dec 2023 |
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| Tradition Wealth Management | 15k | $483k | -1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 14k | $453k | 24% | Dec 2023 |
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| Harbour Investments | 13k | $417k | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 13k | $399k | 16% | Dec 2023 |
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| Steward Partners Investment Advisory | 11k | $347k | 100% | Dec 2023 |
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| Compass Advisory Group | 9.7k | $311k | -24% | Dec 2023 |
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| Ausdal Financial Partners | 8.9k | $298k | 0% | Mar 2024 |
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| Wealth Alliance | 7.9k | $252k | 0% | Dec 2023 |
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| FC Advisory | 7.9k | $252k | -6% | Dec 2023 |
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| Citadel Advisors | 7.5k | $242k | -48% | Dec 2023 |
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| HPM Partners | 7.5k | $241k | 0% | Dec 2023 |
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| Continuum Advisory | 6.8k | $218k | -1% | Dec 2023 |
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| Townsquare Capital | 6.4k | $205k | -15% | Dec 2023 |
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| Atticus Wealth Management | 4.4k | $148k | 0% | Mar 2024 |
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| Sugarloaf Wealth Management | 3.9k | $123k | 250% | Dec 2023 |
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| Royal Bank of Canada | 3.7k | $118k | -36% | Dec 2023 |
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| Long Island Wealth Management | 3.1k | $98k | 100% | Dec 2023 |
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| IFP Advisors | 3.0k | $95k | 0% | Dec 2023 |
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| Emerald Investment Partners | 1.1k | $35k | 100% | Dec 2023 |
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| DHJJ Financial Advisors | 960.00 | $32k | 0% | Mar 2024 |
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| Castleview Partners | 432.00 | $14k | 100% | Dec 2023 |
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| SRS Capital Advisors | 57.00 | $1.8k | -57% | Dec 2023 |
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Who sold out of Innovator Etfs Tr s&p 500 ultra?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Soltis Investment Advisors | Sep 2023 | 262k | $7.7M |
| Jpmorgan Chase & Co | Sep 2023 | 17k | $512k |
| Ameritas Advisory Services | Sep 2023 | 9.1k | $267k |
| Wealth Enhancement Advisory Services | Dec 2023 | 8.4k | $269k |
| UBS Group | Sep 2023 | 7.9k | $232k |
| Sunbelt Securities | Dec 2023 | 215.00 | $6.9k |