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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Top investors of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf stock
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 |
|---|---|---|---|---|---|
| Tradition Wealth Management | 792k | $24M | -2% | Dec 2023 |
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| Outlook Wealth Advisors | 222k | $6.5M | -3% | Dec 2023 |
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| Commonwealth Equity Services | 82k | $2.4M | 3% | Dec 2023 |
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| Castle Rock Wealth Management | 66k | $1.9M | 0% | Dec 2023 |
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| Advisor Group Holdings | 64k | $1.9M | -34% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 55k | $1.6M | -7% | Dec 2023 |
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| Kfg Wealth Management | 43k | $1.3M | -6% | Dec 2023 |
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| Kestra Advisory Services | 41k | $1.2M | 100% | Dec 2023 |
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| HighTower Advisors | 39k | $1.1M | -74% | Dec 2023 |
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| Branch Banking & Trust Company | 38k | $1.1M | -4% | Dec 2023 |
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| Brookstone Capital Management | 34k | $1.0M | -27% | Mar 2024 |
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| Worth Financial Advisory Group | 29k | $860k | 0% | Dec 2023 |
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| Citadel Advisors | 22k | $659k | 0% | Dec 2023 |
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| Strategic Blueprint | 22k | $646k | -29% | Dec 2023 |
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| Wealth Alliance | 16k | $462k | 0% | Dec 2023 |
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| Harbour Investments | 16k | $461k | 0% | Dec 2023 |
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| Foundations Investment Advisors | 15k | $452k | 0% | Dec 2023 |
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| Milestone Asset Management | 15k | $447k | 0% | Dec 2023 |
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| We Are One Seven | 15k | $444k | 11% | Dec 2023 |
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| Arete Wealth Advisors | 15k | $437k | 100% | Dec 2023 |
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| Retirement Guys Formula | 12k | $355k | 0% | Mar 2024 |
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| Money Concepts Capital Corp | 12k | $340k | 54% | Dec 2023 |
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| Raymond James Financial Services Advisors | 9.9k | $291k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 9.2k | $270k | 0% | Dec 2023 |
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| Royal Bank of Canada | 9.1k | $266k | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 7.6k | $223k | -12% | Dec 2023 |
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| Allegiance Financial Group Advisory Services | 7.4k | $216k | 0% | Dec 2023 |
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| Janney Montgomery Scott | 7.3k | $214k | -18% | Dec 2023 |
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| Archer Investment Corp | 5.0k | $146k | -51% | Dec 2023 |
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| Capital Investment Advisory Services | 3.5k | $104k | 0% | Dec 2023 |
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| Advisory Services Network | 2.0k | $60k | 100% | Dec 2023 |
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| Castleview Partners | 1.8k | $53k | 0% | Dec 2023 |
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| IFP Advisors | 1.2k | $36k | -54% | Dec 2023 |
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| UBS Group | 1.1k | $31k | 100% | Dec 2023 |
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| Spire Wealth Management | 1.1k | $31k | 0% | Dec 2023 |
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| Larson Financial Group | 814.00 | $24k | -1% | Dec 2023 |
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| DHJJ Financial Advisors | 470.00 | $14k | 0% | Mar 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 |
|---|---|---|---|
| Phoenix Wealth Advisors | Sep 2023 | 15k | $410k |
| Sigma Planning | Sep 2023 | 15k | $409k |
| Retirement Planning Group | Dec 2023 | 8.9k | $262k |
| Townsquare Capital | Sep 2023 | 8.7k | $241k |
| Kingsview Wealth Management | Sep 2023 | 7.6k | $210k |
| Wealth Enhancement Advisory Services | Dec 2023 | 7.0k | $205k |
| Jpmorgan Chase & Co | Sep 2023 | 5.4k | $151k |
| Emerald Investment Partners | Sep 2023 | 2.4k | $67k |
| Cornerstone Planning Group | Sep 2023 | 690.00 | $19k |