Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
986,766
-
Shares change
-
+148,175
-
Total reported value, excl. options
-
$27,523,954
-
Value change
-
+$4,307,536
-
Number of buys
-
6
-
Number of sells
-
-10
-
Price
-
$28.78
Significant Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q4 2021
24 filings reported holding UMAY - INNOVATOR ETFS TRUST - US EQT ULTRA BF as of Q4 2021.
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 986,766 shares
.
Largest 10 shareholders include Tradition Wealth Management, LLC (347,150 shares), Soltis Investment Advisors LLC (201,452 shares), IFP Advisors, Inc (81,237 shares), Castle Rock Wealth Management, LLC (76,405 shares), COMMONWEALTH EQUITY SERVICES, LLC (48,818 shares), Strategic Blueprint, LLC (32,753 shares), Kathmere Capital Management, LLC (24,186 shares), ADVISOR GROUP HOLDINGS, INC. (22,342 shares), Strategic Wealth Advisors Group, LLC (22,253 shares), and RETIREMENT GUYS FORMULA LLC (18,423 shares).
This table shows the top 21 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.