Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
1,513,158
-
Shares change
-
+750,604
-
Total reported value, excl. options
-
$48,355,665
-
Value change
-
+$24,152,713
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Number of buys
-
25
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Number of sells
-
14
-
Price
-
$31.92
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q2 2024
As of 30 Jun 2024 INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) had 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,513,158 shares of stock of the company.
Largest 10 holders included Brookstone Capital Management, ENVESTNET ASSET MANAGEMENT INC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, COMMONWEALTH EQUITY SERVICES, LLC, Castle Rock Wealth Management, LLC, Kestra Advisory Services, LLC, KFG WEALTH MANAGEMENT, LLC, OSAIC HOLDINGS, INC., Cetera Investment Advisers, and Spire Wealth Management.
This table shows 52 institutional shareholders of the security as of 30 Jun 2024.
| 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.