Who owns INNOVATOR ETFS TR?
- Ticker: ZALT
- CUSIP Number: 45783y442
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Analyze quarterly positions in Innovator Etfs Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold INNOVATOR ETFS TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Wealthquest | 2.3M | $67M | 69% | Sep 2024 |
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Advisor Group Holdings | 511k | $15M | 123% | Sep 2024 |
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Captrust Financial Advisors | 401k | $12M | 112% | Sep 2024 |
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Woodard & Co Asset Management Group | 395k | $12M | 6484% | Sep 2024 |
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Crown Wealth Group | 264k | $7.7M | 100% | Sep 2024 |
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Centaurus Financial | 227k | $6.6M | 46% | Sep 2024 |
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CRA Financial Services | 192k | $5.6M | 3% | Sep 2024 |
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Raymond James Financial Services Advisors | 179k | $5.2M | 155% | Sep 2024 |
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Commonwealth Equity Services | 170k | $5.0M | 17% | Sep 2024 |
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D.B. Root & Company | 128k | $3.7M | 37% | Sep 2024 |
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Foundations Investment Advisors | 122k | $3.6M | 480% | Sep 2024 |
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Kestra Advisory Services | 120k | $3.5M | 11% | Sep 2024 |
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Comprehensive Financial Consultants Institutional | 107k | $3.1M | 2% | Sep 2024 |
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Raymond James & Associates | 96k | $2.8M | 384% | Sep 2024 |
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Mutual Advisors | 68k | $2.0M | 100% | Sep 2024 |
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Ameritas Advisory Services | 50k | $1.5M | 100% | Sep 2024 |
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Brookstone Capital Management | 43k | $1.3M | -10% | Sep 2024 |
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Gladstone Institutional Advisory | 41k | $1.2M | 100% | Sep 2024 |
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Advisory Services Network | 40k | $1.1M | 0% | Sep 2024 |
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Claro Advisors | 27k | $793k | 81% | Sep 2024 |
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Goss Wealth Management | 23k | $657k | 41% | Jun 2024 |
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Kingsview Wealth Management | 13k | $393k | 25% | Sep 2024 |
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Sigma Planning | 13k | $390k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 12k | $344k | 1% | Jun 2024 |
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First Heartland Consultants | 12k | $351k | 100% | Sep 2024 |
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Atria Investments | 11k | $317k | 100% | Sep 2024 |
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LPL Financial | 11k | $316k | 28% | Sep 2024 |
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Harbour Investments | 11k | $309k | 11% | Sep 2024 |
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Wealth Enhancement Advisory Services | 9.8k | $278k | 21% | Jun 2024 |
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Vantage Financial Partners | 9.1k | $265k | 0% | Sep 2024 |
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Bullseye Investment Management | 7.9k | $226k | 100% | Jun 2024 |
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CoreCap Advisors | 7.5k | $221k | 0% | Sep 2024 |
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Oliver Lagore Vanvalin Investment Group | 5.0k | $145k | -9% | Sep 2024 |
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Bank of America Corporation | 3.5k | $103k | 100% | Sep 2024 |
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Huntington National Bank | 341.00 | $10k | 100% | Sep 2024 |
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Who sold out of Innovator Etfs Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Capasso Planning Partners | Jun 2024 | 24k | $676k |
Citadel Advisors | Jun 2024 | 15k | $433k |
Comprehensive Portfolio Management | Jun 2024 | 8.4k | $240k |
O'shaughnessy Asset Management | Jun 2024 | 548.00 | $16k |
Orion Capital Management | Mar 2024 | 521.00 | $14k |