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 90 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $168 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
|
$51.9 Million
0.85% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
244,445
shares
|
$8.83 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
244,180
shares
|
$8.82 Million
2.25% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
173,926
shares
|
$6.29 Million
0.0% of portfolio
|
Q3 2024
Added 169.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
173,782
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
165,168
shares
|
$5.97 Million
0.03% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
158,345
shares
|
$5.72 Million
1.5% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
136,776
shares
|
$4.94 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
|
$4.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
111,638
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
111,558
shares
|
$4.03 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
|
$3.96 Million
0.32% of portfolio
|
Q4 2024
Added 650.79%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
85,475
shares
|
$3.09 Million
0.25% of portfolio
|
Q3 2024
Added 32.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,176
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
60,907
shares
|
$2.2 Million
0.85% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
58,579
shares
|
$2.12 Million
0.45% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
55,605
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2024
Added 93.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
52,117
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
45,669
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
45,419
shares
|
$1.64 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
40,785
shares
|
$1.47 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
35,416
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
30,870
shares
|
$1.12 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,170
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|