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 |
|---|---|---|---|---|---|
| We Are One Seven | 253k | $9.0M | -9% | Mar 2025 |
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| Kfg Wealth Management | 131k | $4.7M | 84% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 124k | $4.4M | 14% | Mar 2025 |
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| Hartland & Co | 98k | $3.5M | 0% | Dec 2024 |
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| Spire Wealth Management | 91k | $3.2M | 225% | Mar 2025 |
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| Advisor Group Holdings | 81k | $2.9M | 46% | Mar 2025 |
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| Commonwealth Equity Services | 69k | $2.5M | -8% | Dec 2024 |
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| Central Valley Advisors | 67k | $2.4M | 185% | Mar 2025 |
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| Branch Banking & Trust Company | 46k | $1.6M | 6% | Mar 2025 |
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| Advance Capital Management | 39k | $1.4M | -3% | Mar 2025 |
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| Impact Partnership Wealth | 35k | $1.3M | -19% | Mar 2025 |
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| Envestnet Asset Management | 35k | $1.2M | 99% | Mar 2025 |
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| Berger Financial Group | 31k | $1.1M | 0% | Mar 2025 |
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| Raymond James Financial | 29k | $1.0M | 100% | Mar 2025 |
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| MBL Wealth | 28k | $995k | 1% | Mar 2025 |
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| Brookstone Capital Management | 25k | $873k | -69% | Mar 2025 |
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| Fiduciary Financial Group | 24k | $823k | -15% | Mar 2025 |
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| Archer Investment Corp | 23k | $828k | 25% | Mar 2025 |
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| Arete Wealth Advisors | 23k | $827k | -8% | Mar 2025 |
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| Cambridge Investment Research Advisors | 20k | $727k | 30% | Mar 2025 |
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| Susquehanna International | 20k | $714k | 9% | Dec 2024 |
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| Atria Wealth Solutions | 20k | $700k | -2% | Mar 2025 |
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| Old Mission Capital | 19k | $674k | 125% | Dec 2024 |
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| IMG Wealth Management | 18k | $646k | 26% | Mar 2025 |
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| Citadel Advisors | 18k | $634k | 100% | Mar 2025 |
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| Wood Tarver Financial Group | 18k | $631k | 0% | Mar 2025 |
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| BCJ Capital Management | 17k | $614k | -23% | Mar 2025 |
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| SageView Advisory Group | 17k | $602k | 0% | Mar 2025 |
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| Ausdal Financial Partners | 17k | $598k | 0% | Dec 2024 |
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| Kestra Advisory Services | 16k | $582k | 10% | Dec 2024 |
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| Cetera Investment Advisers | 16k | $571k | 3% | Dec 2024 |
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| Wedbush Morgan Securities | 14k | $498k | 100% | Mar 2025 |
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| Colony | 13k | $469k | 100% | Mar 2025 |
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| Jane Street | 13k | $462k | -34% | Mar 2025 |
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| Chicago Partners Investment | 12k | $417k | 0% | Mar 2025 |
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| BCS Wealth Management | 11k | $381k | 0% | Mar 2025 |
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| LPL Financial | 10k | $371k | 25% | Mar 2025 |
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| Strategic Blueprint | 10k | $367k | 100% | Mar 2025 |
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| Blue Sky Capital Consultants Group | 9.7k | $346k | -41% | Mar 2025 |
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| Retirement Planning Group | 9.6k | $342k | 0% | Mar 2025 |
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| Hiley Hunt Wealth Management | 8.6k | $306k | 100% | Mar 2025 |
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| Novus Advisors | 8.2k | $291k | 100% | Mar 2025 |
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| Meridian Wealth Management | 7.8k | $279k | 100% | Mar 2025 |
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| Tounjian Advisory Partners | 7.7k | $274k | 100% | Mar 2025 |
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| Lantz Financial | 7.5k | $268k | 100% | Mar 2025 |
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| Milestone Asset Management | 7.2k | $257k | -5% | Mar 2025 |
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| Silver Oak Securities | 7.2k | $256k | 0% | Mar 2025 |
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| AE Wealth Management | 6.9k | $246k | -10% | Dec 2024 |
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| Advisory Services Network | 6.3k | $223k | 0% | Dec 2024 |
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| Occidental Asset Management | 6.2k | $222k | 0% | Dec 2024 |
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| Golden Reserve Retirement | 5.9k | $210k | 100% | Mar 2025 |
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| Aptus Capital Advisors | 4.5k | $159k | 100% | Mar 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 4.5k | $159k | 100% | Mar 2025 |
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| Financial Network Wealth Advisors | 3.4k | $121k | 14% | Mar 2025 |
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| Harbour Investments | 2.5k | $90k | 55% | Mar 2025 |
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| Stonebridge Financial Group | 2.3k | $84k | 100% | Mar 2025 |
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| Atticus Wealth Management | 1.9k | $69k | 0% | Mar 2025 |
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| Emerald Investment Partners | 1.8k | $64k | 0% | Mar 2025 |
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| Steward Partners Investment Advisory | 1.5k | $53k | 0% | Dec 2024 |
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| NorthRock Partners | 777.00 | $28k | 100% | Mar 2025 |
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| DHJJ Financial Advisors | 570.00 | $20k | -53% | Mar 2025 |
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| Capital Investment Advisory Services | 483.00 | $17k | 0% | Mar 2025 |
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| Larson Financial Group | 209.00 | $7.4k | 0% | Mar 2025 |
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| CGC Financial Services | 22.00 | $782.001000 | 0% | Mar 2025 |
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| Oliver Lagore Vanvalin Investment Group | 7.00 | $250.000100 | 0% | Dec 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 |
|---|---|---|---|
| Worth Financial Advisory Group | Dec 2024 | 30k | $1.1M |
| RFG Advisory | Dec 2024 | 6.5k | $233k |
| Mml Investors Services | Sep 2024 | 5.8k | $202k |
| CoreCap Advisors | Dec 2024 | 2.6k | $93k |
| Castleview Partners | Dec 2024 | 1.1k | $37k |
| Jpmorgan Chase & Co | Dec 2024 | 1.0k | $37k |
| Wells Fargo & Company | Dec 2024 | 1.0k | $36k |
| Continuum Advisory | Dec 2024 | 986.00 | $35k |
| Barclays | Dec 2024 | 850.00 | $30k |