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 95 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 $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,296
shares
|
$463,232
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,809
shares
|
$411,425
0.01% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,612
shares
|
$404,562
0.08% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,096
shares
|
$386,584
0.01% of portfolio
|
Q4 2024
Reduced 57.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
10,964
shares
|
$381,985
0.0% of portfolio
|
Q4 2024
Reduced 23.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,798
shares
|
$376,202
0.03% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
10,426
shares
|
$363,241
0.19% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,214
shares
|
$355,855
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
9,775
shares
|
$340,561
0.26% of portfolio
|
Q4 2023
Added 768.89%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
9,765
shares
|
$340,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,286
shares
|
$323,524
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
8,685
shares
|
$302,585
0.19% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
8,520
shares
|
$296,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
8,357
shares
|
$291,157
0.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,066
shares
|
$281,019
0.0% of portfolio
|
Q3 2024
Added 32.58%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
7,840
shares
|
$273,145
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
7,787
shares
|
$271,299
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,656
shares
|
$266,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,637
shares
|
$266,073
0.0% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,850
shares
|
$238,654
0.23% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
6,815
shares
|
$237,434
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
6,128
shares
|
$213,499
0.12% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
6,101
shares
|
$212,558
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,009
shares
|
$209,353
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,831
shares
|
$203,152
0.2% of portfolio
|
Q4 2024
New holding
|