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 70 institutions that hold shares in the stock, with a total of 2.82 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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
17,415
shares
|
$0
0.17% of portfolio
|
Q1 2024
Added 9.43%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
14,593
shares
|
$0
0.0% of portfolio
|
Q4 2021
Added 3.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,919
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 113.48%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
13,524
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
13,378
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
13,221
shares
|
$0
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,560
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,828
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,489
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,423
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,230
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
10,660
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
10,352
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
10,308
shares
|
$0
0.1% of portfolio
|
Q3 2024
Reduced 88.45%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,946
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
9,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 33.3%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
9,249
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 46.86%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,015
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 14.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,160
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
7,849
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
7,350
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,910
shares
|
$0
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
6,862
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
6,805
shares
|
$0
0.15% of portfolio
|
Q1 2024
Reduced 6.93%
|