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 75 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $91.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
312,023
shares
|
$9.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
295,547
shares
|
$9.31 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
279,313
shares
|
$8.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
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 |
Oct 08, 2024 Q3 2024 |
188,842
shares
|
$5.95 Million
0.49% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
145,459
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
129,953
shares
|
$4.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
116,676
shares
|
$3.68 Million
0.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
96,532
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
77,260
shares
|
$2.43 Million
2.19% of portfolio
|
Q3 2024
Reduced 91.71%
|
|
|
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 |
Nov 25, 2024 Q3 2024 |
70,325
shares
|
$2.22 Million
0.07% 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%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
47,950
shares
|
$1.51 Million
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
44,663
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.13%
|
|
|
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
|
Nov 13, 2024 Q3 2024 |
41,037
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
35,657
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
34,405
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 755.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
29,440
shares
|
$927,654
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
26,246
shares
|
$827,011
0.06% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
25,655
shares
|
$808,389
0.55% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
24,238
shares
|
$763,739
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
22,849
shares
|
$719,971
0.32% of portfolio
|
Q4 2024
Reduced 4.49%
|