Institutional Ownership Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
285,354
shares
|
$9 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
253,260
shares
|
$7.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
225,973
shares
|
$7.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
204,644
shares
|
$6.45 Million
1.64% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
203,027
shares
|
$6.4 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
145,459
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
131,129
shares
|
$4.14 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
129,628
shares
|
$4.09 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
117,501
shares
|
$3.71 Million
0.3% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
89,475
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
76,601
shares
|
$2.42 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
72,040
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 89.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
70,325
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
63,072
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
58,906
shares
|
$1.86 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
57,886
shares
|
$1.83 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
57,886
shares
|
$1.83 Million
0.66% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
48,987
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 42.38%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
48,970
shares
|
$1.54 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
48,169
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
47,950
shares
|
$1.51 Million
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,396
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
40,956
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
38,456
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
35,184
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 293.47%
|