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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
31,335
shares
|
$988,305
0.0% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
30,701
shares
|
$968,309
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,042
shares
|
$884,444
0.0% of portfolio
|
Q4 2024
Reduced 21.36%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
25,199
shares
|
$794,776
0.48% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
25,088
shares
|
$791,275
0.06% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
24,238
shares
|
$764,466
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,495
shares
|
$741,032
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
22,849
shares
|
$720,657
0.32% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
19,048
shares
|
$600,773
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
18,875
shares
|
$595,317
0.14% of portfolio
|
Q4 2023
Reduced 1.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,712
shares
|
$590,176
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,693
shares
|
$589,577
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
17,743
shares
|
$559,614
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
17,735
shares
|
$559,361
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
16,617
shares
|
$524,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
16,493
shares
|
$520,189
0.57% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
14,979
shares
|
$472,437
0.01% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
14,303
shares
|
$451,116
0.1% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
13,862
shares
|
$437,207
0.42% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,881
shares
|
$406,266
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
12,846
shares
|
$405,162
0.06% of portfolio
|
Q2 2024
Added 38.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,604
shares
|
$397,530
0.03% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
12,375
shares
|
$390,307
0.04% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,168
shares
|
$383,778
0.0% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,727
shares
|
$369,869
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|