Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / UNCAPPED ACCLRTD
-
Total 13F shares
-
512,161
-
Share change
-
+168,257
-
Total reported value
-
$20,566,546
-
Price per share
-
$40.16
-
Number of holders
-
19
-
Value change
-
+$6,765,320
-
Number of buys
-
11
-
Number of sells
-
7
Institutional Holders of INNOVATOR ETFS TRUST - UNCAPPED ACCLRTD (XUSP) as of Q4 2024
As of 31 Dec 2024,
INNOVATOR ETFS TRUST - UNCAPPED ACCLRTD (XUSP) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
512,161 shares.
The largest 10 holders included
Authentikos Wealth Advisory, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Capasso Planning Partners LLC, OSAIC HOLDINGS, INC., SRS Capital Advisors, Inc., YARGER WEALTH STRATEGIES, LLC, ENVESTNET ASSET MANAGEMENT INC, OLD MISSION CAPITAL LLC, Navis Wealth Advisors, LLC, and Maltin Wealth Management, Inc..
This page lists
19
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.