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 | 1.1M | $37M | 100% | Mar 2024 |
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| Central Valley Advisors | 250k | $8.2M | 100% | Mar 2024 |
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| Advisor Group Holdings | 60k | $1.9M | -26% | Dec 2023 |
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| Berger Financial Group | 52k | $1.7M | 0% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 48k | $1.5M | -8% | Dec 2023 |
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| Archer Investment Corp | 41k | $1.3M | -11% | Dec 2023 |
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| Branch Banking & Trust Company | 33k | $1.0M | -6% | Dec 2023 |
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| Commonwealth Equity Services | 32k | $1.0M | 0% | Dec 2023 |
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| Kfg Wealth Management | 29k | $928k | -26% | Dec 2023 |
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| Ausdal Financial Partners | 16k | $530k | 100% | Mar 2024 |
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| Townsquare Capital | 14k | $450k | 18% | Dec 2023 |
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| Arete Wealth Advisors | 14k | $431k | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 13k | $407k | -4% | Dec 2023 |
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| Citadel Advisors | 13k | $405k | 100% | Dec 2023 |
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| Brookstone Capital Management | 11k | $356k | -6% | Dec 2023 |
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| RFG Advisory | 11k | $364k | 100% | Mar 2024 |
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| BCS Wealth Management | 11k | $339k | 0% | Dec 2023 |
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| Spire Wealth Management | 10k | $330k | -2% | Dec 2023 |
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| Retirement Planning Group | 10k | $336k | 100% | Mar 2024 |
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| Visionary Wealth Advisors | 9.2k | $289k | 0% | Dec 2023 |
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| HighTower Advisors | 8.9k | $279k | -95% | Dec 2023 |
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| Chicago Partners Investment | 8.8k | $280k | 0% | Dec 2023 |
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| Foundations Investment Advisors | 8.3k | $264k | -45% | Dec 2023 |
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| Milestone Asset Management | 8.3k | $261k | -45% | Dec 2023 |
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| Royal Bank of Canada | 8.3k | $261k | 538% | Dec 2023 |
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| Silver Oak Securities | 6.4k | $201k | 100% | Dec 2023 |
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| Castleview Partners | 2.0k | $63k | 100% | Dec 2023 |
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| Atticus Wealth Management | 1.9k | $61k | 0% | Dec 2023 |
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| Emerald Investment Partners | 1.8k | $57k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 1.2k | $40k | 0% | Mar 2024 |
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| UBS Group | 817.00 | $26k | 61% | Dec 2023 |
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| Harbour Investments | 725.00 | $23k | 0% | Dec 2023 |
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| Larson Financial Group | 240.00 | $7.6k | 0% | Dec 2023 |
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| CGC Financial Services | 76.00 | $2.4k | -34% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 7.00 | $220.999800 | 0% | Dec 2023 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Blueprint | Sep 2023 | 12k | $357k |
| Bedel Financial Consulting | Sep 2023 | 9.7k | $291k |
| VisionPoint Advisory Group | Sep 2023 | 2.0k | $59k |
| Authentikos Wealth Advisory | Sep 2023 | 8.00 | $239.000000 |