Q4 2022 13F Holders as of 31 Dec 2022
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - March
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Shares outstanding
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2,995,632
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Number of holders
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32
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Total 13F shares, excl. options
-
1,656,803
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Shares change
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+270,999
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Total reported value, excl. options
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$46,666,446
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Value change
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+$7,776,979
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Number of buys
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12
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Number of sells
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-14
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Price
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$28.16
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) as of Q4 2022
36 filings reported holding UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March as of Q4 2022.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,656,803 shares
of 2,995,632 outstanding shares and own 55% of the company stock.
Largest 10 shareholders include HighTower Advisors, LLC (442,295 shares), Brookstone Capital Management (359,508 shares), AE Wealth Management LLC (195,864 shares), Berger Financial Group, Inc (179,637 shares), ADVISOR GROUP HOLDINGS, INC. (115,947 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (56,380 shares), Archer Investment Corp (43,901 shares), Lloyd Advisory Services, LLC. (36,085 shares), KFG WEALTH MANAGEMENT, LLC (31,762 shares), and COMMONWEALTH EQUITY SERVICES, LLC (31,451 shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.