Institutional Ownership Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
292,221
shares
|
$8.53 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
210,873
shares
|
$6.15 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
129,729
shares
|
$3.79 Million
0.43% of portfolio
|
Q1 2024
Reduced 5.85%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
100,000
shares
|
$2.92 Million
0.15% of portfolio
|
Q1 2024
Added 357.21%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
95,861
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 19.24%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
93,561
shares
|
$2.73 Million
1.19% of portfolio
|
Q1 2024
Added 14.29%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
72,125
shares
|
$2.1 Million
0.35% of portfolio
|
Q1 2024
Added 9.24%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
56,273
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2024
Added 5.67%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
55,680
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2024
Reduced 5.63%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
52,394
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
47,950
shares
|
$1.4 Million
0.27% of portfolio
|
Q2 2022
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
44,954
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2024
Added 352.12%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
42,498
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.04%
|
|
Delta Investment Management, LLC
|
May 08, 2024 Q1 2024 |
32,486
shares
|
$947,941
0.23% of portfolio
|
Q1 2024
Added 53.4%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
30,756
shares
|
$897,460
0.0% of portfolio
|
Q1 2024
Added 74.93%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
29,494
shares
|
$860,634
0.25% of portfolio
|
Q1 2024
Added 1.92%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
28,784
shares
|
$839,917
0.06% of portfolio
|
Q1 2024
Reduced 8.83%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
25,873
shares
|
$754,974
0.0% of portfolio
|
Q1 2024
Added 236.45%
|
|
Alterna Wealth Management, Inc
Houston, TX |
May 03, 2024 Q1 2024 |
20,780
shares
|
$606,360
0.58% of portfolio
|
Q1 2024
New holding
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jun 28, 2024 Q1 2024 |
20,196
shares
|
$589,319
0.32% of portfolio
|
Q1 2024
New holding
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
18,875
shares
|
$550,772
0.17% of portfolio
|
Q4 2023
Reduced 1.97%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
17,743
shares
|
$517,740
0.27% of portfolio
|
Q1 2024
New holding
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 29, 2024 Q1 2024 |
17,336
shares
|
$505,864
0.05% of portfolio
|
Q1 2024
Reduced 16.3%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 23, 2024 Q1 2024 |
16,502
shares
|
$481,528
0.13% of portfolio
|
Q1 2024
Reduced 30.05%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
15,694
shares
|
$457,950
0.04% of portfolio
|
Q1 2024
Added 1.63%
|