Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
807,583
-
Shares change
-
+120,057
-
Total reported value, excl. options
-
$21,881,885
-
Value change
-
+$2,589,921
-
Number of buys
-
5
-
Number of sells
-
-7
-
Price
-
$28.01
Significant Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q3 2021
22 filings reported holding UMAY - INNOVATOR ETFS TRUST - US EQT ULTRA BF as of Q3 2021.
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 807,583 shares
.
Largest 10 shareholders include Tradition Wealth Management, LLC (358,261 shares), COMMONWEALTH EQUITY SERVICES, LLC (81,918 shares), Castle Rock Wealth Management, LLC (76,405 shares), IFP Advisors, Inc (74,529 shares), Strategic Blueprint, LLC (31,675 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (26,245 shares), Kathmere Capital Management, LLC (24,186 shares), Strategic Wealth Advisors Group, LLC (22,603 shares), ADVISOR GROUP HOLDINGS, INC. (22,365 shares), and HARBOUR INVESTMENTS, INC. (15,670 shares).
This table shows the top 19 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.