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 76 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $82.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
285,354
shares
|
$8.51 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
203,027
shares
|
$6.06 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
188,739
shares
|
$5.63 Million
1.44% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
169,265
shares
|
$5.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
145,459
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
117,501
shares
|
$3.51 Million
0.3% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
107,829
shares
|
$3.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
104,475
shares
|
$3.12 Million
0.6% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
98,794
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Added 101.67%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
89,569
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
75,601
shares
|
$2.26 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
68,276
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
66,525
shares
|
$1.98 Million
0.75% of portfolio
|
Q1 2025
Added 191.15%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
57,886
shares
|
$1.73 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
56,359
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
54,684
shares
|
$1.63 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
48,970
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
48,169
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
47,950
shares
|
$1.43 Million
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,396
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
40,956
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
38,399
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
35,184
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 293.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
34,495
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
30,177
shares
|
$900,179
0.81% of portfolio
|
Q1 2025
Reduced 1.71%
|