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 |
|---|---|---|---|---|---|
| Advance Capital Management | 487k | $17M | -12% | Sep 2024 |
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| We Are One Seven | 279k | $9.7M | -12% | Sep 2024 |
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| Brookstone Capital Management | 130k | $4.5M | -79% | Sep 2024 |
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| Hartland & Co | 98k | $3.4M | 1% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 97k | $3.4M | 8% | Sep 2024 |
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| Kfg Wealth Management | 81k | $2.8M | -9% | Sep 2024 |
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| Commonwealth Equity Services | 75k | $2.6M | 0% | Sep 2024 |
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| Encompass More Asset Management | 62k | $2.1M | 190% | Sep 2024 |
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| Advisor Group Holdings | 59k | $2.1M | -23% | Sep 2024 |
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| BCJ Capital Management | 55k | $1.9M | 78% | Jun 2024 |
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| Donald L. Hagan | 51k | $1.8M | 21% | Sep 2024 |
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| Branch Banking & Trust Company | 51k | $1.7M | 4% | Jun 2024 |
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| Worth Financial Advisory Group | 47k | $1.6M | -43% | Sep 2024 |
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| Berger Financial Group | 36k | $1.3M | -17% | Sep 2024 |
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| Spire Wealth Management | 31k | $1.1M | -2% | Sep 2024 |
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| Jane Street | 28k | $976k | 0% | Sep 2024 |
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| Fiduciary Financial Group | 28k | $974k | 0% | Sep 2024 |
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| MBL Wealth | 27k | $913k | 100% | Jun 2024 |
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| Atria Wealth Solutions | 27k | $930k | -18% | Sep 2024 |
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| Arete Wealth Advisors | 26k | $916k | -5% | Sep 2024 |
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| Central Valley Advisors | 25k | $873k | -90% | Sep 2024 |
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| Archer Investment Corp | 19k | $657k | -58% | Sep 2024 |
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| Susquehanna International | 18k | $642k | -15% | Sep 2024 |
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| Envestnet Asset Management | 18k | $634k | -31% | Sep 2024 |
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| Cambridge Investment Research Advisors | 18k | $621k | 0% | Sep 2024 |
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| Ausdal Financial Partners | 17k | $585k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 15k | $510k | 19% | Jun 2024 |
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| Kestra Advisory Services | 15k | $518k | -9% | Sep 2024 |
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| Chicago Partners Investment | 12k | $409k | 0% | Sep 2024 |
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| BCS Wealth Management | 11k | $374k | 0% | Sep 2024 |
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| Retirement Planning Group | 9.6k | $336k | -6% | Sep 2024 |
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| RFG Advisory | 9.1k | $317k | 0% | Sep 2024 |
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| Old Mission Capital | 8.4k | $284k | 100% | Jun 2024 |
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| LPL Financial | 8.3k | $291k | 0% | Sep 2024 |
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| AE Wealth Management | 7.6k | $266k | 0% | Sep 2024 |
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| Milestone Asset Management | 7.6k | $265k | -2% | Sep 2024 |
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| Silver Oak Securities | 7.2k | $251k | 22% | Sep 2024 |
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| Advisory Services Network | 6.3k | $211k | 0% | Sep 2024 |
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| Occidental Asset Management | 6.2k | $217k | 0% | Sep 2024 |
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| Mml Investors Services | 5.8k | $202k | 100% | Sep 2024 |
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| Financial Network Wealth Advisors | 3.5k | $123k | 8% | Sep 2024 |
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| CoreCap Advisors | 2.7k | $93k | 100% | Sep 2024 |
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| Atticus Wealth Management | 1.9k | $68k | 0% | Sep 2024 |
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| Emerald Investment Partners | 1.8k | $63k | 0% | Sep 2024 |
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| Harbour Investments | 1.7k | $60k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 1.5k | $50k | -46% | Jun 2024 |
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| DHJJ Financial Advisors | 1.2k | $43k | 0% | Sep 2024 |
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| Castleview Partners | 1.1k | $37k | -46% | Sep 2024 |
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| Wells Fargo & Company | 1.0k | $35k | 100% | Sep 2024 |
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| Continuum Advisory | 986.00 | $35k | 0% | Sep 2024 |
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| Capital Investment Advisory Services | 483.00 | $17k | -38% | Sep 2024 |
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| Barclays | 288.00 | $10k | 100% | Sep 2024 |
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| Larson Financial Group | 240.00 | $8.4k | 0% | Sep 2024 |
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| CGC Financial Services | 22.00 | $766.999200 | 0% | Sep 2024 |
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| Oliver Lagore Vanvalin Investment Group | 7.00 | $243.999700 | 0% | Sep 2024 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 40k | $1.4M |
| Royal Bank of Canada | Jun 2024 | 17k | $576k |
| SageView Advisory Group | Jun 2024 | 17k | $570k |
| Jpmorgan Chase & Co | Jun 2024 | 14k | $466k |
| Hrt Financial | Jun 2024 | 8.5k | $285k |
| Maia Wealth | Jun 2024 | 8.3k | $285k |
| Townsquare Capital | Mar 2024 | 7.3k | $238k |
| Northwestern Mutual Wealth Management Company | Jun 2024 | 6.9k | $233k |
| Triad Wealth Partners | Jun 2024 | 1.7k | $56k |
| Ashton Thomas Private Wealth | Jun 2024 | 966.00 | $33k |
| Chris Bulman | Jun 2024 | 138.00 | $4.6k |
| Great Lakes Retirement | Jun 2024 | 25.00 | $857.000000 |