Who owns Innovator S&p 500 Pwr Buffer (mar) s&p 500 ultra?
- Ticker: UMAR
- CUSIP Number: 45782c375
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Analyze quarterly positions in Innovator S&p 500 Pwr Buffer with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Innovator S&p 500 Pwr Buffer stock
Who bought or sold Innovator S&p 500 Pwr Buffer (mar) s&p 500 ultra this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advance Capital Management | 1.1M | $37M | 100% | Mar 2024 |
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| Brookstone Capital Management | 558k | $18M | 4858% | Mar 2024 |
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| Central Valley Advisors | 250k | $8.2M | 100% | Mar 2024 |
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| Kfg Wealth Management | 91k | $3.0M | 208% | Mar 2024 |
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| Worth Financial Advisory Group | 81k | $2.7M | 100% | Mar 2024 |
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| Advisor Group Holdings | 77k | $2.5M | 28% | Mar 2024 |
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| Commonwealth Equity Services | 67k | $2.2M | 112% | Mar 2024 |
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| Branch Banking & Trust Company | 49k | $1.6M | 48% | Mar 2024 |
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| Donald L. Hagan | 46k | $1.5M | 100% | Mar 2024 |
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| Archer Investment Corp | 46k | $1.5M | 11% | Mar 2024 |
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| Berger Financial Group | 44k | $1.4M | -16% | Mar 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 41k | $1.3M | -14% | Mar 2024 |
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| Spire Wealth Management | 32k | $1.1M | 210% | Mar 2024 |
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| Atria Wealth Solutions | 28k | $920k | 100% | Mar 2024 |
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| Arete Wealth Advisors | 28k | $908k | 104% | Mar 2024 |
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| Envestnet Asset Management | 26k | $864k | 97% | Mar 2024 |
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| Sigma Planning | 24k | $768k | 100% | Mar 2024 |
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| Citadel Advisors | 18k | $590k | 41% | Mar 2024 |
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| Encompass More Asset Management | 18k | $571k | 100% | Mar 2024 |
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| Susquehanna International | 18k | $570k | 86% | Mar 2024 |
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| Cambridge Investment Research Advisors | 17k | $567k | 35% | Mar 2024 |
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| Ausdal Financial Partners | 16k | $530k | 100% | Mar 2024 |
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| Chicago Partners Investment | 12k | $374k | 32% | Mar 2024 |
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| RFG Advisory | 11k | $364k | 100% | Mar 2024 |
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| BCS Wealth Management | 11k | $339k | 0% | Dec 2023 |
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| Retirement Planning Group | 10k | $336k | 100% | Mar 2024 |
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| Milestone Asset Management | 8.3k | $270k | 0% | Mar 2024 |
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| AE Wealth Management | 7.6k | $250k | 100% | Mar 2024 |
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| Townsquare Capital | 7.3k | $238k | -49% | Mar 2024 |
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| LPL Financial | 6.6k | $217k | 100% | Mar 2024 |
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| Advisory Services Network | 6.3k | $204k | 100% | Mar 2024 |
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| Occidental Asset Management | 6.2k | $203k | 100% | Mar 2024 |
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| Silver Oak Securities | 5.6k | $184k | -11% | Mar 2024 |
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| Jpmorgan Chase & Co | 3.9k | $128k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.8k | $90k | 100% | Mar 2024 |
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| Castleview Partners | 2.0k | $65k | 0% | Mar 2024 |
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| Atticus Wealth Management | 1.9k | $63k | 0% | Mar 2024 |
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| Emerald Investment Partners | 1.8k | $59k | 0% | Mar 2024 |
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| UBS Group | 1.3k | $42k | 57% | Mar 2024 |
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| DHJJ Financial Advisors | 1.2k | $40k | 0% | Mar 2024 |
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| Bank Of Montreal | 1.0k | $33k | 100% | Mar 2024 |
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| Continuum Advisory | 986.00 | $32k | 100% | Mar 2024 |
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| Capital Investment Advisory Services | 775.00 | $25k | 100% | Mar 2024 |
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| Harbour Investments | 725.00 | $23k | 0% | Dec 2023 |
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| Larson Financial Group | 240.00 | $7.8k | 0% | Mar 2024 |
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| CGC Financial Services | 22.00 | $718.999600 | -71% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 7.00 | $229.000100 | 0% | Mar 2024 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Sep 2023 | 87k | $2.6M |
| Visionary Wealth Advisors | Dec 2023 | 9.2k | $289k |
| HighTower Advisors | Dec 2023 | 8.9k | $279k |
| Foundations Investment Advisors | Dec 2023 | 8.3k | $264k |
| Royal Bank of Canada | Dec 2023 | 8.3k | $261k |