Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - December
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Shares outstanding
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6,850,457
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Number of holders
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55
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Total 13F shares, excl. options
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1,492,624
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Shares change
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-492,284
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Total reported value, excl. options
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$51,196,800
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Value change
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-$16,924,001
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Number of buys
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14
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Number of sells
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-24
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Price
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$34.29
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) as of Q2 2024
59 filings reported holding UDEC - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December as of Q2 2024.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,492,624 shares
of 6,850,457 outstanding shares and own 22% of the company stock.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (118,032 shares), MGO ONE SEVEN LLC (115,312 shares), Brookstone Capital Management (109,048 shares), MILESTONE ASSET MANAGEMENT, LLC (97,110 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (89,759 shares), KFG WEALTH MANAGEMENT, LLC (63,539 shares), OSAIC HOLDINGS, INC. (54,861 shares), Arete Wealth Advisors, LLC (54,626 shares), NewEdge Advisors, LLC (52,901 shares), and Castle Rock Wealth Management, LLC (51,330 shares).
This table shows the top 55 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.