Institutional Ownership Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 4.47 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,434,951
shares
|
$51 Million
0.85% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
244,445
shares
|
$8.69 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
244,180
shares
|
$8.68 Million
2.25% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
173,782
shares
|
$6.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
165,168
shares
|
$5.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
158,345
shares
|
$5.63 Million
1.5% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
136,776
shares
|
$4.86 Million
0.55% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
118,639
shares
|
$4.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
116,545
shares
|
$4.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
111,638
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
111,558
shares
|
$3.97 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
109,646
shares
|
$3.9 Million
0.32% of portfolio
|
Q4 2024
Added 650.79%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
81,825
shares
|
$2.91 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
58,579
shares
|
$2.08 Million
0.45% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
52,117
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
45,419
shares
|
$1.62 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
41,831
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
40,785
shares
|
$1.45 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
35,416
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
35,008
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 37.04%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
30,870
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,408
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,325
shares
|
$971,677
0.03% of portfolio
|
Q4 2024
Reduced 64.13%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
25,930
shares
|
$922,070
0.17% of portfolio
|
Q3 2024
Added 6.14%
|