Institutional Ownership Innovator U.S. Equity Ultra Bu (USEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (USEP). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 3.76 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
868,157
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 57.0%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
863,238
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
521,901
shares
|
$0
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
132,979
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
109,869
shares
|
$0
0.31% of portfolio
|
Q4 2024
Added 10139.42%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,720
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
78,443
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
60,906
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
60,237
shares
|
$0
0.09% of portfolio
|
Q4 2024
Added 93.32%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
58,904
shares
|
$0
0.94% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
57,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
50,606
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
42,816
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
38,920
shares
|
$0
0.1% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
37,331
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
33,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
32,503
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
32,268
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
29,539
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
25,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,376
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
24,257
shares
|
$0
0.18% of portfolio
|
Q3 2024
Added 137.81%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
21,491
shares
|
$0
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,049
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
19,327
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|