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Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT) Institutional Ownership

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+0.14 (+0.52%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity 10 Buffer ETF - Quarterly (BATS:ZALT)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$38.24M
Number of
Institutional Sellers
(last 12 months)
0
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ZALT Institutional Buying and Selling by Quarter

Innovator U.S. Equity 10 Buffer ETF - Quarterly Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Comprehensive Financial Consultants Institutional Inc.81,375$2.23M0.9%N/A2.071%
4/29/2024Commonwealth Equity Services LLC99,445$2.73M0.0%+151.1%2.530%
4/24/2024 Capasso Planning Partners LLC53,077$1.46M0.6%+5.3%1.351%
4/23/2024 Raymond James Financial Services Advisors Inc.67,157$1.84M0.0%N/A1.709%
4/17/2024 D.B. Root & Company LLC72,488$1.99M0.7%+40.7%0.000%
4/17/2024 CRA Financial Services LLC158,537$4.35M0.9%+3.9%0.000%
4/15/2024 Brookstone Capital Management42,871$1.18M0.0%+79.1%0.000%
2/16/2024Wealthquest Corp860,001$22.87M2.5%N/A0.000%
2/9/2024Advisory Services Network LLC58,626$1.56M0.0%N/A0.000%
2/1/2024 CRA Financial Services LLC152,637$4.06M1.0%N/A0.000%
1/26/2024 Capasso Planning Partners LLC50,386$1.34M0.6%N/A0.000%
1/16/2024 D.B. Root & Company LLC51,503$1.37M0.5%N/A0.000%
(Data available from 1/1/2016 forward)

ZALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZALT shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($22.87M), CRA Financial Services LLC ($4.35M), Commonwealth Equity Services LLC ($2.73M), Comprehensive Financial Consultants Institutional Inc. ($2.23M), D.B. Root & Company LLC ($1.99M), Raymond James Financial Services Advisors Inc. ($1.84M), and Advisory Services Network LLC ($1.56M).Learn more on ZALT's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity 10 Buffer ETF - Quarterly stock?

Of the 9 institutional investors that purchased Innovator U.S. Equity 10 Buffer ETF - Quarterly stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($860.00K), CRA Financial Services LLC ($158.54K), Comprehensive Financial Consultants Institutional Inc. ($81.38K), D.B. Root & Company LLC ($72.49K), Raymond James Financial Services Advisors Inc. ($67.16K), Commonwealth Equity Services LLC ($59.84K), and Advisory Services Network LLC ($58.63K).

How much institutional buying is happening at Innovator U.S. Equity 10 Buffer ETF - Quarterly?

Institutional investors have bought a total of 1,430,038 shares in the last 24 months. This purchase volume represents approximately $38.24M in transactions.


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This page (BATS:ZALT) was last updated on 5/6/2024 by MarketBeat.com Staff

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