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 71 institutions that hold shares in the stock, with a total of 3.68 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 |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
883,440
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
868,157
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 57.0%
|
|
|
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
|
Nov 06, 2024 Q3 2024 |
130,784
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 338.98%
|
|
|
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
|
Nov 13, 2024 Q3 2024 |
85,682
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 52.5%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
78,443
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
66,966
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
60,134
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.5%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
58,904
shares
|
$0
0.94% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
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 |
Nov 18, 2024 Q3 2024 |
39,575
shares
|
$0
0.12% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
36,478
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 280.22%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
32,268
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
32,010
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 352.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
31,159
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
29,539
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,817
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 290.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,319
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
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 |
Nov 08, 2024 Q3 2024 |
21,183
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
19,327
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|