Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
800,096
-
Share change
-
-99,271
-
Total reported value
-
$26,790,501
-
Price per share
-
$33.48
-
Number of holders
-
47
-
Value change
-
-$3,327,262
-
Number of buys
-
13
-
Number of sells
-
27
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q1 2025
As of 31 Mar 2025,
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
800,096 shares.
The largest 10 holders included
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Kestra Advisory Services, LLC, Castle Rock Wealth Management, LLC, KFG WEALTH MANAGEMENT, LLC, ENVESTNET ASSET MANAGEMENT INC, COMMONWEALTH EQUITY SERVICES, LLC, TRUIST FINANCIAL CORP, Cetera Investment Advisers, OSAIC HOLDINGS, INC., and Brookstone Capital Management.
This page lists
47
institutional shareholders reporting positions in this security
for the Q1 2025 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.