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 75 institutions that hold shares in the stock, with a total of 2.9 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
828,812
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
554,660
shares
|
$0
2.4% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
124,207
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
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 |
Apr 11, 2025 Q1 2025 |
61,303
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
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 |
Apr 15, 2025 Q1 2025 |
58,880
shares
|
$0
0.77% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
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
|
Apr 29, 2025 Q1 2025 |
51,077
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
48,737
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 94.39%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
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 |
May 06, 2025 Q1 2025 |
32,057
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29,841
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
29,428
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27,144
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
25,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
24,257
shares
|
$0
0.18% of portfolio
|
Q3 2024
Added 137.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,042
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
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%
|