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 |
|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 157k | $5.8M | 6% | Mar 2026 |
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| Kestra Advisory Services | 68k | $2.5M | 1% | Mar 2026 |
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| Central Valley Advisors | 55k | $2.0M | 0% | Mar 2026 |
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| Castle Rock Wealth Management | 49k | $1.8M | 0% | Mar 2026 |
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| Advisor Group Holdings | 45k | $1.6M | -16% | Dec 2025 |
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| Commonwealth Equity Services | 40k | $1.5M | 0% | Mar 2026 |
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| Raymond James Financial | 40k | $1.5M | 28% | Dec 2025 |
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| Cetera Investment Advisers | 37k | $1.4M | -1% | Mar 2026 |
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| Envestnet Asset Management | 35k | $1.3M | -16% | Mar 2026 |
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| Brookstone Capital Management | 27k | $1.0M | -7% | Mar 2026 |
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| Spire Wealth Management | 26k | $952k | -15% | Mar 2026 |
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| Branch Banking & Trust Company | 25k | $921k | -27% | Mar 2026 |
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| Kfg Wealth Management | 25k | $905k | -21% | Mar 2026 |
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| Citadel Advisors | 22k | $813k | 77% | Mar 2026 |
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| Old Mission Capital | 22k | $788k | -44% | Dec 2025 |
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| Foundations Investment Advisors | 21k | $765k | 2% | Mar 2026 |
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| LPL Financial | 20k | $741k | -2% | Mar 2026 |
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| Merit Financial Group | 16k | $577k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 15k | $562k | 0% | Dec 2025 |
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| Milestone Asset Management | 14k | $517k | 0% | Mar 2026 |
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| Wealth Alliance | 11k | $410k | 0% | Dec 2025 |
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| IMG Wealth Management | 11k | $407k | 0% | Mar 2026 |
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| Wood Tarver Financial Group | 11k | $402k | -26% | Mar 2026 |
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| Mml Investors Services | 10k | $366k | -54% | Mar 2026 |
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| Steward Partners Investment Advisory | 9.2k | $339k | 0% | Mar 2026 |
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| AE Wealth Management | 8.7k | $319k | 0% | Mar 2026 |
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| Allegiance Financial Group Advisory Services | 7.4k | $271k | 0% | Mar 2026 |
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| Strategic Blueprint | 7.3k | $271k | 0% | Mar 2026 |
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| Royal Bank of Canada | 5.8k | $212k | -14% | Mar 2026 |
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| Savvy Advisors | 5.7k | $211k | 100% | Mar 2026 |
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| Bedel Financial Consulting | 5.7k | $211k | 0% | Mar 2026 |
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| TopTier Wealth Management | 3.6k | $132k | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 3.2k | $118k | -9% | Mar 2026 |
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| Noble Wealth Management PBC | 700.00 | $26k | -12% | Mar 2026 |
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| Evolution Wealth Management | 600.00 | $22k | 0% | Mar 2026 |
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| Emerald Investment Partners | 474.00 | $18k | 0% | Mar 2026 |
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| Financial Network Wealth Advisors | 462.00 | $17k | 0% | Dec 2025 |
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| Archer Investment Corp | 350.00 | $13k | 0% | Mar 2026 |
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| CoreCap Advisors | 333.00 | $12k | -40% | Mar 2026 |
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| CWM | 300.00 | $11k | 0% | Dec 2025 |
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| UBS Group | 278.00 | $10k | 26% | Mar 2026 |
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| Larson Financial Group | 186.00 | $6.8k | 0% | Dec 2025 |
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| Barclays | 110.00 | $4.0k | 96% | Dec 2025 |
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| Keating Financial Advisory Services | 62.00 | $2.3k | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 39k | $1.4M |
| Keystone Wealth Services | Dec 2025 | 15k | $581k |
| AssuredPartners Investment Advisors | Dec 2025 | 8.3k | $303k |
| Advisory Services Network | Sep 2025 | 3.1k | $110k |
| Jpmorgan Chase & Co | Sep 2025 | 833.00 | $30k |