Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer - September
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Shares outstanding
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5.93M
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Number of holders
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46
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Total 13F shares, excl. options
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2.86M
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Shares change
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-787K
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Total reported value, excl. options
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$78.6M
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Value change
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-$21.6M
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Number of buys
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17
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Number of sells
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-17
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Price
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$27.50
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer - September (USEP) as of Q1 2023
49 filings reported holding USEP - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer - September as of Q1 2023.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer - September (USEP) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.86M shares
of 5.93M outstanding shares and own 48.17% of the company stock.
Largest 10 shareholders include Outlook Wealth Advisors, LLC (634K shares), Sageworth Trust Co (559K shares), AE Wealth Management LLC (557K shares), Archer Investment Corp (120K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (119K shares), Donald L. Hagan, LLC (111K shares), ADVISOR GROUP HOLDINGS, INC. (86K shares), Strategic Blueprint, LLC (85.6K shares), HFG Wealth Management, LLC (73.9K shares), and Arete Wealth Advisors, LLC (50.8K shares).
This table shows the top 46 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.