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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Top investors of Innovator S&p 500 Pwr Buffer stock
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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 1.6M | $61M | 0% | Sep 2025 |
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| Talon Private Wealth | 908k | $34M | 100% | Jun 2025 |
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| WealthPlan Investment Management | 293k | $11M | 25% | Sep 2025 |
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| We Are One Seven | 237k | $9.2M | -5% | Sep 2025 |
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| Lantz Financial | 195k | $7.6M | 0% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 147k | $5.8M | 9% | Sep 2025 |
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| Kfg Wealth Management | 147k | $5.7M | -2% | Sep 2025 |
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| Advisor Group Holdings | 87k | $3.4M | -3% | Sep 2025 |
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| Commonwealth Equity Services | 86k | $3.3M | -8% | Sep 2025 |
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| Kestra Advisory Services | 78k | $3.0M | -3% | Sep 2025 |
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| Feltz Wealth PLAN | 71k | $2.8M | 10% | Sep 2025 |
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| Central Valley Advisors | 69k | $2.7M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 62k | $2.4M | 13% | Sep 2025 |
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| Spire Wealth Management | 54k | $2.1M | -17% | Sep 2025 |
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| Susquehanna International | 48k | $1.9M | 166% | Sep 2025 |
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| Branch Banking & Trust Company | 46k | $1.8M | 0% | Sep 2025 |
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| Raymond James Financial | 45k | $1.8M | -32% | Sep 2025 |
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| Berger Financial Group | 31k | $1.2M | 0% | Sep 2025 |
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| MBL Wealth | 30k | $1.2M | -1% | Sep 2025 |
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| Archer Investment Corp | 24k | $928k | 0% | Sep 2025 |
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| Fiduciary Financial Group | 24k | $925k | 0% | Sep 2025 |
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| Impact Partnership Wealth | 24k | $922k | -39% | Sep 2025 |
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| Envestnet Asset Management | 22k | $850k | -30% | Sep 2025 |
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| Arete Wealth Advisors | 20k | $767k | -16% | Sep 2025 |
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| Wood Tarver Financial Group | 19k | $744k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 19k | $725k | -13% | Sep 2025 |
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| IMG Wealth Management | 19k | $723k | 0% | Sep 2025 |
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| Ausdal Financial Partners | 17k | $650k | 0% | Sep 2025 |
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| Wedbush Morgan Securities | 17k | $645k | 0% | Sep 2025 |
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| Gries Financial | 17k | $644k | 0% | Sep 2025 |
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| LPL Financial | 16k | $610k | 1% | Sep 2025 |
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| Foundations Investment Advisors | 15k | $597k | 176% | Sep 2025 |
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| Sagespring Wealth Partners | 14k | $554k | 0% | Sep 2025 |
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| Citadel Advisors | 14k | $550k | 100% | Sep 2025 |
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| Meridian Wealth Management | 14k | $544k | -16% | Sep 2025 |
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| CRA Financial Services | 13k | $504k | -1% | Sep 2025 |
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| BCJ Capital Management | 12k | $457k | -28% | Sep 2025 |
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| Chicago Partners Investment | 12k | $459k | 0% | Sep 2025 |
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| Colony | 12k | $452k | 0% | Sep 2025 |
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| Mml Investors Services | 11k | $436k | -33% | Sep 2025 |
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| Arkadios Wealth Advisors | 11k | $435k | 8% | Sep 2025 |
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| BCS Wealth Management | 11k | $418k | 0% | Sep 2025 |
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| Strategic Blueprint | 10k | $403k | 0% | Sep 2025 |
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| Blue Sky Capital Consultants Group | 9.7k | $379k | 0% | Sep 2025 |
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| Advance Capital Management | 9.3k | $364k | -12% | Sep 2025 |
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| Garden State Investment Advisory Services | 9.1k | $355k | 0% | Sep 2025 |
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| Retirement Planning Group | 8.6k | $334k | -11% | Sep 2025 |
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| Advisory Services Network | 8.1k | $316k | 0% | Sep 2025 |
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| AE Wealth Management | 8.1k | $315k | 1% | Sep 2025 |
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| Silver Oak Securities | 7.2k | $281k | 0% | Sep 2025 |
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| Milestone Asset Management | 7.0k | $273k | -3% | Sep 2025 |
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| Hrt Financial | 7.0k | $271k | 100% | Sep 2025 |
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| Occidental Asset Management | 6.2k | $243k | 0% | Sep 2025 |
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| Hiley Hunt Wealth Management | 6.1k | $237k | -29% | Sep 2025 |
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| Chris Bulman | 6.0k | $236k | 100% | Sep 2025 |
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| Golden Reserve Retirement | 5.9k | $230k | 0% | Sep 2025 |
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| LaSalle St. Investment Advisors | 5.5k | $215k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 4.9k | $190k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 3.7k | $142k | -18% | Sep 2025 |
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| Financial Network Wealth Advisors | 3.1k | $123k | -8% | Sep 2025 |
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| Harbour Investments | 2.5k | $99k | 0% | Sep 2025 |
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| Barclays | 2.4k | $92k | 568% | Sep 2025 |
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| Farther Finance Advisors | 2.2k | $85k | 0% | Sep 2025 |
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| Emerald Investment Partners | 1.8k | $70k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.8k | $69k | 20% | Sep 2025 |
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| DHJJ Financial Advisors | 570.00 | $22k | 0% | Sep 2025 |
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| Capital Investment Advisory Services | 483.00 | $19k | 0% | Sep 2025 |
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| UBS Group | 388.00 | $15k | 100% | Sep 2025 |
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| Larson Financial Group | 175.00 | $6.8k | 0% | Sep 2025 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IHT Wealth Management | Jun 2025 | 83k | $3.1M |
| Old Mission Capital | Jun 2025 | 60k | $2.2M |
| Atria Wealth Solutions | Mar 2025 | 20k | $700k |
| SageView Advisory Group | Jun 2025 | 17k | $646k |
| Frank. Day | Jun 2025 | 14k | $537k |
| Tounjian Advisory Partners | Jun 2025 | 7.7k | $274k |
| Guardian Wealth Advisors, Llc / Nc | Jun 2025 | 4.5k | $168k |
| Atticus Wealth Management | Jun 2025 | 1.9k | $73k |
| NorthRock Partners | Mar 2025 | 777.00 | $28k |
| SRS Capital Advisors | Jun 2025 | 411.00 | $16k |