Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
1,940,680
-
Share change
-
-252,191
-
Total reported value
-
$57,713,547
-
Price per share
-
$29.41
-
Number of holders
-
47
-
Value change
-
-$7,326,054
-
Number of buys
-
13
-
Number of sells
-
27
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q4 2023
As of 31 Dec 2023,
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,940,680 shares.
The largest 10 holders included
Tradition Wealth Management, LLC, Outlook Wealth Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Castle Rock Wealth Management, LLC, OSAIC HOLDINGS, INC., C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Brookstone Capital Management, OLD MISSION CAPITAL LLC, KFG WEALTH MANAGEMENT, LLC, and Kestra Advisory Services, LLC.
This page lists
47
institutional shareholders reporting positions in this security
for the Q4 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.