Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
986,766
-
Share change
-
+148,175
-
Total reported value
-
$27,523,954
-
Price per share
-
$28.78
-
Number of holders
-
21
-
Value change
-
+$4,307,536
-
Number of buys
-
6
-
Number of sells
-
10
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q4 2021
As of 31 Dec 2021,
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
986,766 shares.
The largest 10 holders included
Tradition Wealth Management, LLC, Soltis Investment Advisors LLC, IFP Advisors, Inc, Castle Rock Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Strategic Blueprint, LLC, Kathmere Capital Management, LLC, ADVISOR GROUP HOLDINGS, INC., Strategic Wealth Advisors Group, LLC, and RETIREMENT GUYS FORMULA LLC.
This page lists
21
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| 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.