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 |
|---|---|---|---|---|---|
| Lantz Financial | 205k | $8.2M | 6% | Mar 2026 |
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| Kfg Wealth Management | 192k | $7.6M | 49% | Mar 2026 |
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| We Are One Seven | 186k | $7.4M | -21% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 145k | $5.8M | 6% | Mar 2026 |
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| Caliber Wealth Management, Llc / Ks | 139k | $5.5M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 83k | $3.3M | -3% | Dec 2025 |
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| Advisor Group Holdings | 82k | $3.3M | -6% | Dec 2025 |
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| Kestra Advisory Services | 77k | $3.1M | 0% | Dec 2025 |
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| Central Valley Advisors | 77k | $3.1M | 13% | Mar 2026 |
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| Cetera Investment Advisers | 60k | $2.4M | -2% | Dec 2025 |
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| Branch Banking & Trust Company | 45k | $1.8M | 0% | Dec 2025 |
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| Susquehanna International | 45k | $1.8M | -6% | Dec 2025 |
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| WealthPlan Investment Management | 44k | $1.8M | -85% | Dec 2025 |
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| Raymond James Financial | 40k | $1.6M | -12% | Dec 2025 |
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| Spire Wealth Management | 35k | $1.4M | -15% | Mar 2026 |
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| Old Mission Capital | 35k | $1.4M | 100% | Dec 2025 |
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| Berger Financial Group | 31k | $1.2M | 0% | Dec 2025 |
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| MBL Wealth | 30k | $1.2M | -2% | Dec 2025 |
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| Brookstone Capital Management | 24k | $968k | -3% | Mar 2026 |
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| Feltz Wealth PLAN | 24k | $960k | -66% | Dec 2025 |
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| Archer Investment Corp | 23k | $933k | -2% | Dec 2025 |
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| Kovack Advisors | 23k | $931k | 100% | Dec 2025 |
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| Fiduciary Financial Group | 23k | $905k | -4% | Mar 2026 |
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| Impact Partnership Wealth | 23k | $893k | -2% | Mar 2026 |
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| Foundations Investment Advisors | 22k | $882k | 44% | Dec 2025 |
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| IMG Wealth Management | 21k | $841k | 14% | Dec 2025 |
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| Envestnet Asset Management | 20k | $799k | -8% | Dec 2025 |
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| Arete Wealth Advisors | 19k | $775k | -1% | Dec 2025 |
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| Wood Tarver Financial Group | 19k | $762k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 18k | $737k | -1% | Dec 2025 |
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| Ausdal Financial Partners | 17k | $665k | 0% | Dec 2025 |
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| Wedbush Morgan Securities | 17k | $657k | 0% | Mar 2026 |
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| Riverchase Wealth Management | 16k | $623k | 100% | Mar 2026 |
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| Ballast Rock Private Wealth | 15k | $576k | 4% | Mar 2026 |
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| Sagespring Wealth Partners | 12k | $478k | -16% | Dec 2025 |
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| LPL Financial | 12k | $476k | -24% | Dec 2025 |
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| BCJ Capital Management | 12k | $468k | 0% | Dec 2025 |
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| Chicago Partners Investment | 12k | $468k | 0% | Dec 2025 |
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| Colony | 12k | $463k | 0% | Dec 2025 |
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| CRA Financial Services | 11k | $447k | 5% | Mar 2026 |
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| Mml Investors Services | 11k | $446k | 0% | Dec 2025 |
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| BCS Wealth Management | 11k | $426k | -50% | Mar 2026 |
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| Strategic Blueprint | 9.8k | $393k | -5% | Dec 2025 |
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| Blue Sky Capital Consultants Group | 9.7k | $389k | 0% | Dec 2025 |
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| Advance Capital Management | 9.6k | $382k | 2% | Dec 2025 |
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| Retirement Planning Group | 8.3k | $332k | -3% | Dec 2025 |
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| Advisory Services Network | 8.1k | $323k | 0% | Dec 2025 |
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| AE Wealth Management | 7.9k | $317k | -1% | Dec 2025 |
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| NewCorp Financial Services | 7.5k | $299k | 100% | Mar 2026 |
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| Farther Finance Advisors | 7.2k | $285k | 230% | Mar 2026 |
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| Silver Oak Securities | 7.1k | $281k | 0% | Mar 2026 |
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| Occidental Asset Management | 6.8k | $272k | 10% | Mar 2026 |
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| BFI Wealth Solutions | 6.6k | $264k | 100% | Dec 2025 |
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| Golden Reserve Retirement | 5.9k | $235k | 0% | Mar 2026 |
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| Savvy Advisors | 5.9k | $235k | 100% | Dec 2025 |
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| Milestone Asset Management | 5.6k | $223k | -2% | Mar 2026 |
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| LaSalle St. Investment Advisors | 5.5k | $220k | 0% | Dec 2025 |
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| Signature | 4.9k | $196k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 4.5k | $179k | 23% | Dec 2025 |
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| DHJJ Financial Advisors | 3.9k | $156k | 587% | Mar 2026 |
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| Financial Network Wealth Advisors | 3.1k | $126k | 0% | Dec 2025 |
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| Emerald Investment Partners | 1.8k | $72k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.5k | $59k | -17% | Dec 2025 |
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| Barclays | 1.1k | $43k | -54% | Dec 2025 |
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| Capital Investment Advisory Services | 483.00 | $19k | 0% | Dec 2025 |
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| CoreCap Advisors | 476.00 | $19k | 100% | Mar 2026 |
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| SRS Capital Advisors | 411.00 | $16k | 100% | Dec 2025 |
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| Harbour Investments | 370.00 | $15k | -85% | Dec 2025 |
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| UBS Group | 215.00 | $8.6k | -45% | Dec 2025 |
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| Larson Financial Group | 175.00 | $7.0k | 0% | Dec 2025 |
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| Pnc Financial Services | 164.00 | $6.6k | 100% | Dec 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 |
|---|---|---|---|
| Citadel Advisors | Sep 2025 | 14k | $550k |
| Meridian Wealth Management | Sep 2025 | 14k | $544k |
| Arkadios Wealth Advisors | Sep 2025 | 11k | $435k |
| Garden State Investment Advisory Services | Sep 2025 | 9.1k | $355k |
| Hrt Financial | Sep 2025 | 7.0k | $271k |
| Hiley Hunt Wealth Management | Dec 2025 | 5.1k | $202k |