Institutional Ownership Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 998,322 shares, which have been reported (via 13F filing form) to have a value of $33.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,070
shares
|
$35,866
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$26,816
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
781
shares
|
$26,179
0.01% of portfolio
|
Q3 2024
Reduced 96.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
710
shares
|
$23,799
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
488
shares
|
$16,357
0.0% of portfolio
|
Q3 2024
Reduced 93.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
472
shares
|
$15,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
280
shares
|
$9,385
0.0% of portfolio
|
Q4 2023
Reduced 22.22%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
259
shares
|
$8,681
0.0% of portfolio
|
Q1 2023
Added 47.16%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
162
shares
|
$5,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
50
shares
|
$1,676
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
45
shares
|
$1,508
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$234
0.0% of portfolio
|
Q3 2023
Reduced 61.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|