Who owns Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf?
- Ticker: UMAY
- CUSIP Number: 45782c292
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Analyze quarterly positions in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 102k | $3.4M | 7% | Sep 2024 |
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Commonwealth Equity Services | 89k | $2.9M | 0% | Sep 2024 |
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Castle Rock Wealth Management | 59k | $1.9M | -5% | Sep 2024 |
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Kestra Advisory Services | 57k | $1.9M | -3% | Sep 2024 |
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Kfg Wealth Management | 44k | $1.5M | -4% | Sep 2024 |
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Cetera Investment Advisers | 43k | $1.4M | -8% | Jun 2024 |
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Advisor Group Holdings | 41k | $1.4M | 3% | Sep 2024 |
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Envestnet Asset Management | 37k | $1.2M | -68% | Sep 2024 |
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Brookstone Capital Management | 34k | $1.1M | -94% | Sep 2024 |
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Spire Wealth Management | 29k | $961k | 0% | Sep 2024 |
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Camarda Wealth Advisory | 29k | $959k | 3% | Sep 2024 |
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Branch Banking & Trust Company | 28k | $902k | -21% | Jun 2024 |
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LPL Financial | 28k | $929k | 0% | Sep 2024 |
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Central Valley Advisors | 18k | $586k | 0% | Sep 2024 |
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AE Wealth Management | 16k | $537k | 3% | Sep 2024 |
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Harbour Investments | 16k | $517k | 0% | Sep 2024 |
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Hanson McClain Advisors | 15k | $507k | 0% | Sep 2024 |
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Milestone Asset Management | 14k | $473k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 14k | $451k | 54% | Jun 2024 |
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Raymond James Financial Services Advisors | 14k | $458k | 0% | Sep 2024 |
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Wealth Alliance | 14k | $452k | 0% | Sep 2024 |
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Strategic Blueprint | 14k | $448k | -9% | Sep 2024 |
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Arete Wealth Advisors | 13k | $413k | -14% | Sep 2024 |
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Citadel Advisors | 12k | $400k | -24% | Sep 2024 |
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Money Concepts Capital Corp | 11k | $362k | 0% | Sep 2024 |
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Stratos Wealth Advisors | 10k | $332k | -17% | Sep 2024 |
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Mml Investors Services | 8.1k | $268k | 0% | Sep 2024 |
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Goss Wealth Management | 8.0k | $254k | 0% | Jun 2024 |
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Old Mission Capital | 7.7k | $246k | 100% | Jun 2024 |
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Cambridge Investment Research Advisors | 7.7k | $253k | 1% | Sep 2024 |
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Susquehanna International | 7.4k | $246k | -40% | Sep 2024 |
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Allegiance Financial Group Advisory Services | 7.4k | $235k | 0% | Jun 2024 |
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Retirement Guys Formula | 7.3k | $242k | -37% | Sep 2024 |
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O'Connor Financial Group | 7.3k | $241k | 0% | Sep 2024 |
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CoreCap Advisors | 7.3k | $241k | 63% | Sep 2024 |
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RFG Advisory | 6.7k | $220k | 0% | Sep 2024 |
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WorthPointe | 6.4k | $211k | 0% | Sep 2024 |
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Capital Investment Advisory Services | 3.5k | $116k | 0% | Sep 2024 |
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Barclays | 2.7k | $88k | 100% | Sep 2024 |
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Castleview Partners | 1.8k | $58k | -2% | Sep 2024 |
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Weaver Capital Management | 1.2k | $38k | 0% | Sep 2024 |
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IFP Advisors | 638.00 | $20k | 0% | Jun 2024 |
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DHJJ Financial Advisors | 470.00 | $16k | 0% | Sep 2024 |
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Financial Network Wealth Advisors | 462.00 | $15k | 0% | Sep 2024 |
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Archer Investment Corp | 350.00 | $12k | -91% | Sep 2024 |
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Larson Financial Group | 186.00 | $6.1k | 0% | Sep 2024 |
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Who sold out of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
SageView Advisory Group | Jun 2024 | 9.1k | $290k |
Outlook Wealth Advisors | Jun 2024 | 6.9k | $261k |
Triad Wealth Partners | Jun 2024 | 3.0k | $97k |
Royal Bank of Canada | Jun 2024 | 945.00 | $30k |