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 |
|---|---|---|---|---|---|
| Talon Private Wealth | 670k | $28M | 100% | Jun 2026 |
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| Lantz Financial | 200k | $8.6M | -1% | Sep 2026 |
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| Kfg Wealth Management | 190k | $8.2M | -3% | Sep 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 164k | $7.1M | 8% | Sep 2026 |
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| Caliber Wealth Management, Llc / Ks | 139k | $6.0M | 0% | Sep 2026 |
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| We Are One Seven | 113k | $4.9M | -17% | Sep 2026 |
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| Kestra Advisory Services | 105k | $4.5M | -5% | Sep 2026 |
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| Advisor Group Holdings | 100k | $4.2M | 11% | Jun 2026 |
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| Raymond James Financial | 93k | $3.9M | -14% | Jun 2026 |
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| Commonwealth Equity Services | 77k | $3.3M | -2% | Sep 2026 |
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| Central Valley Advisors | 73k | $3.2M | 3% | Sep 2026 |
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| Cetera Investment Advisers | 59k | $2.5M | -7% | Jun 2026 |
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| Berger Financial Group | 58k | $2.4M | -1% | Jun 2026 |
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| Susquehanna International | 43k | $1.8M | 166% | Jun 2026 |
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| Old Mission Capital | 35k | $1.5M | 160% | Jun 2026 |
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| Envestnet Asset Management | 35k | $1.5M | -10% | Jun 2026 |
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| Concurrent Investment Advisors | 34k | $1.5M | 597% | Sep 2026 |
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| SRS Capital Advisors | 33k | $1.4M | 100% | Jun 2026 |
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| WealthPlan Investment Management | 32k | $1.4M | -12% | Sep 2026 |
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| MBL Wealth | 30k | $1.3M | -3% | Sep 2026 |
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| Kellett Schaffner Wealth Advisors | 30k | $1.3M | -36% | Sep 2026 |
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| Brookstone Capital Management | 29k | $1.3M | -98% | Sep 2026 |
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| Spire Wealth Management | 29k | $1.3M | -6% | Sep 2026 |
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| Branch Banking & Trust Company | 27k | $1.2M | -6% | Sep 2026 |
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| Mml Investors Services | 26k | $1.1M | 73% | Jun 2026 |
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| Impact Partnership Wealth | 24k | $1.0M | 8% | Jun 2026 |
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| Foundations Investment Advisors | 24k | $1.0M | 7% | Jun 2026 |
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| Archer Investment Corp | 24k | $1.0M | 0% | Sep 2026 |
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| IMG Wealth Management | 24k | $1.0M | -4% | Sep 2026 |
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| Fiduciary Financial Group | 23k | $983k | 0% | Sep 2026 |
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| Arete Wealth Advisors | 23k | $958k | 19% | Jun 2026 |
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| Kovack Advisors | 21k | $894k | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 21k | $909k | 100% | Sep 2026 |
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| HighTower Advisors | 20k | $825k | 100% | Jun 2026 |
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| Wood Tarver Financial Group | 19k | $806k | 0% | Jun 2026 |
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| Steel Peak Wealth Management | 19k | $797k | -7% | Sep 2026 |
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| Advisory Services Network | 18k | $748k | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 17k | $713k | 0% | Sep 2026 |
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| Cambridge Investment Research Advisors | 16k | $700k | -6% | Sep 2026 |
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| Ausdal Financial Partners | 16k | $669k | -7% | Jun 2026 |
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| Ballast Rock Private Wealth | 15k | $626k | 0% | Sep 2026 |
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| Arkadios Wealth Advisors | 14k | $607k | 100% | Jun 2026 |
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| LPL Financial | 14k | $605k | 19% | Sep 2026 |
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| Feltz Wealth PLAN | 14k | $582k | -2% | Sep 2026 |
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| BCJ Capital Management | 13k | $551k | 0% | Sep 2026 |
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| Colony | 12k | $487k | 0% | Jun 2026 |
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| CRA Financial Services | 11k | $486k | 0% | Sep 2026 |
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| BCS Wealth Management | 11k | $463k | 0% | Sep 2026 |
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| Sound Portfolio Advisors | 10k | $449k | 0% | Sep 2026 |
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| Silver Oak Securities | 10k | $420k | 41% | Jun 2026 |
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| Strategic Blueprint | 9.8k | $423k | 0% | Sep 2026 |
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| Madison Wealth Partners | 8.6k | $363k | 100% | Jun 2026 |
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| Chicago Partners Investment | 8.4k | $365k | 0% | Sep 2026 |
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| Retirement Planning Group | 8.3k | $358k | 0% | Sep 2026 |
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| Sonoma Allocations | 8.0k | $339k | 100% | Jun 2026 |
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| Blue Sky Capital Consultants Group | 7.5k | $325k | 0% | Sep 2026 |
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| Allie Family Office | 7.5k | $315k | 0% | Jun 2026 |
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| AE Wealth Management | 7.3k | $308k | -9% | Jun 2026 |
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| Aptus Capital Advisors | 7.2k | $305k | 0% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 7.2k | $305k | 0% | Jun 2026 |
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| Occidental Asset Management | 6.8k | $295k | 0% | Sep 2026 |
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| Partners Wealth Management | 6.8k | $291k | 100% | Sep 2026 |
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| BFI Wealth Solutions | 6.6k | $285k | 0% | Sep 2026 |
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| Advance Capital Management | 6.6k | $278k | 1% | Jun 2026 |
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| Savvy Advisors | 6.4k | $272k | -1% | Jun 2026 |
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| Golden Reserve Retirement | 5.9k | $249k | 0% | Jun 2026 |
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| NewCorp Financial Services | 5.8k | $249k | -19% | Sep 2026 |
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| Milestone Asset Management | 5.6k | $242k | 0% | Sep 2026 |
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| LaSalle St. Investment Advisors | 5.4k | $227k | 0% | Jun 2026 |
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| Three Seasons Wealth | 5.2k | $225k | 0% | Sep 2026 |
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| Signature | 4.9k | $213k | 0% | Sep 2026 |
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| Integrity Advisory Solutions | 4.7k | $204k | -39% | Sep 2026 |
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| DHJJ Financial Advisors | 3.9k | $169k | 0% | Sep 2026 |
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| Tounjian Advisory Partners | 3.4k | $147k | 0% | Sep 2026 |
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| Financial Network Wealth Advisors | 3.1k | $136k | 0% | Sep 2026 |
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| Emerald Investment Partners | 2.9k | $125k | -12% | Jun 2026 |
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| Farther Finance Advisors | 2.2k | $93k | 0% | Sep 2026 |
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| Steward Partners Investment Advisory | 1.5k | $63k | 0% | Jun 2026 |
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| Barclays | 1.3k | $56k | 0% | Sep 2026 |
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| CoreCap Advisors | 1.0k | $43k | 111% | Sep 2026 |
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| Ashton Thomas Private Wealth | 807.00 | $35k | 0% | Sep 2026 |
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| William Mack & Associates | 600.00 | $26k | 100% | Sep 2026 |
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| Capital Investment Advisory Services | 483.00 | $21k | 0% | Sep 2026 |
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| Keating Financial Advisory Services | 407.00 | $17k | 0% | Jun 2026 |
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| Harbour Investments | 369.00 | $16k | 0% | Jun 2026 |
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| Larson Financial Group | 175.00 | $7.4k | 0% | Jun 2026 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Riverchase Wealth Management | Jun 2026 | 14k | $609k |
| Sagespring Wealth Partners | Jun 2026 | 14k | $570k |
| Chris Bulman | Jun 2026 | 5.7k | $240k |
| MAI Wealth Advisors | Mar 2026 | 1.9k | $76k |
| UBS Group | Mar 2026 | 361.00 | $14k |