Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
3,528,653
-
Share change
-
+771,718
-
Total reported value
-
$94,844,485
-
Price per share
-
$26.80
-
Number of holders
-
39
-
Value change
-
+$20,788,397
-
Number of buys
-
18
-
Number of sells
-
12
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q1 2023
As of 31 Mar 2023,
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,528,653 shares.
The largest 10 holders included
ADVISOR GROUP HOLDINGS, INC., Tradition Wealth Management, LLC, Brookstone Capital Management, Outlook Wealth Advisors, LLC, Capital Investment Advisory Services, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, COMMONWEALTH EQUITY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Castle Rock Wealth Management, LLC, and Strategic Blueprint, LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q1 2023 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.