Innv Id 10 Buffer ETF QurtlyIBUFETF

13F holders, Q4 2024 (December 31)
7holders +2
4new positions
3sold out
$25.74avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding Innv Id 10 Buffer ETF Qurtly (IBUF) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were D.B. Root & Company, LLC ($3.2M), Raymond James Financial Inc. ($652K) and Harbour Investments, Inc. ($367K).

Company
Innv Id 10 Buffer ETF Qurtly
Filed as
INNOVATOR ETFS TRUST (Q4 2024)
CUSIP
45783Y178
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2024: 5Q3 2024Q4 2024: 7Q4 2024Q1 2025: 15Q1 2025Q2 2025: 25Q2 2025Q3 2025: 26Q3 2025Q4 2025: 32Q4 2025Q1 2026: 37Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$112K
Exits3$611K

All 13F filers, Q3 2024 → Q4 2024: 78,315 shares bought and 23,699 shares sold, net +54,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

D.B. Root & Company, LLC 1.01% Add +115.6% 123,003 $3.2M
Raymond James Financial Inc. 0.00% — 25,326 $652K
Harbour Investments, Inc. 0.01% Add +128.9% 14,270 $367K
Blue Trust, Inc. 0.00% New 3,405 $88K
Woodard & Co. Asset Management Group Inc. 0.00% New 500 $13K
Sunbelt Securities, Inc. 0.00% New 400 $10K
UBS Group AG 0.00% New 28 $721

"% of holder's portfolio" is IBUF's weight in each manager's 13F, not the share of Innv Id 10 Buffer ETF Qurtly the manager owns.