Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
906,469
-
Share change
-
-51,135
-
Total reported value
-
$30,491,626
-
Price per share
-
$33.62
-
Number of holders
-
50
-
Value change
-
-$1,710,496
-
Number of buys
-
6
-
Number of sells
-
23
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q4 2024
As of 31 Dec 2024,
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
906,469 shares.
The largest 10 holders included
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, COMMONWEALTH EQUITY SERVICES, LLC, Kestra Advisory Services, LLC, Castle Rock Wealth Management, LLC, KFG WEALTH MANAGEMENT, LLC, OSAIC HOLDINGS, INC., TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, Brookstone Capital Management, and Cetera Investment Advisers.
This page lists
50
institutional shareholders reporting positions in this security
for the Q4 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.