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 $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,750
shares
|
$204,470
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,676
shares
|
$201,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,050
shares
|
$179,578
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,988
shares
|
$177,373
0.02% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,400
shares
|
$120,904
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,971
shares
|
$105,648
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,936
shares
|
$104,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,660
shares
|
$94,589
0.04% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,411
shares
|
$50,175
0.0% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$35,560
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
455
shares
|
$16,179
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
450
shares
|
$16,002
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
281
shares
|
$9,992
0.0% of portfolio
|
Q3 2024
Added 167.62%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
279
shares
|
$9,921
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$7,112
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,556
0.0% of portfolio
|
Q4 2024
Reduced 99.09%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
40
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
21
shares
|
$746
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|