Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Innovator U.S. Equity Ultra Buffer ETF - March
-
Shares outstanding
-
2,995,632
-
Number of holders
-
64
-
Total 13F shares, excl. options
-
3,016,355
-
Shares change
-
-346,274
-
Total reported value, excl. options
-
$102,011,040
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Value change
-
-$11,602,856
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Number of buys
-
33
-
Number of sells
-
-15
-
Price
-
$33.67
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) as of Q2 2024
68 filings reported holding UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March as of Q2 2024.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,016,355 shares
.
Largest 10 shareholders include Brookstone Capital Management (604,476 shares), Advance Capital Management, Inc. (552,080 shares), MGO ONE SEVEN LLC (318,373 shares), CENTRAL VALLEY ADVISORS, LLC (257,729 shares), Clearstead Advisors, LLC (96,517 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (89,919 shares), KFG WEALTH MANAGEMENT, LLC (88,819 shares), Worth Financial Advisory Group, LLC (81,415 shares), COMMONWEALTH EQUITY SERVICES, LLC (75,322 shares), and OSAIC HOLDINGS, INC. (70,184 shares).
This table shows the top 64 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.