Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - November
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Shares outstanding
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4.61M
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Number of holders
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31
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Total 13F shares, excl. options
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661K
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Shares change
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+85.7K
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Total reported value, excl. options
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$20.9M
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Value change
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+$2.86M
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Number of buys
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13
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Number of sells
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-18
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Price
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$31.64
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - November (UNOV) as of Q4 2023
38 filings reported holding UNOV - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - November as of Q4 2023.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - November (UNOV) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 661K shares
of 4.61M outstanding shares and own 14.35% of the company stock.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (125K shares), Brookstone Capital Management (84.4K shares), COMMONWEALTH EQUITY SERVICES, LLC (66.1K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (49.7K shares), KFG WEALTH MANAGEMENT, LLC (34.6K shares), Castle Rock Wealth Management, LLC (29.1K shares), Spire Wealth Management (27.4K shares), Raymond James Financial Services Advisors, Inc. (25K shares), AE Wealth Management LLC (23.4K shares), and Arete Wealth Advisors, LLC (22.9K shares).
This table shows the top 31 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.