Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
744,653
-
Share change
-
-1,196,027
-
Total reported value
-
$22,541,054
-
Price per share
-
$30.26
-
Number of holders
-
40
-
Value change
-
-$35,979,952
-
Number of buys
-
9
-
Number of sells
-
32
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q1 2024
As of 31 Mar 2024,
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
744,653 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Castle Rock Wealth Management, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Cetera Investment Advisers, KFG WEALTH MANAGEMENT, LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Kestra Advisory Services, LLC, TRUIST FINANCIAL CORP, and Brookstone Capital Management.
This page lists
40
institutional shareholders reporting positions in this security
for the Q1 2024 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.