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 $52.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
15,496
shares
|
$453,412
0.01% of portfolio
|
Q1 2024
Added 37.89%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
14,979
shares
|
$438,285
0.01% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
14,638
shares
|
$428,307
0.0% of portfolio
|
Q1 2024
Reduced 22.4%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
13,909
shares
|
$406,977
0.0% of portfolio
|
Q1 2024
Added 0.21%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
12,781
shares
|
$373,972
0.02% of portfolio
|
Q2 2022
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
12,100
shares
|
$354,046
0.01% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
11,486
shares
|
$336,080
0.03% of portfolio
|
Q4 2023
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
11,335
shares
|
$331,662
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
11,206
shares
|
$327,887
0.0% of portfolio
|
Q1 2024
Added 36.21%
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
11,112
shares
|
$325,137
0.02% of portfolio
|
Q4 2023
Reduced 16.87%
|
|
Accurate Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
10,689
shares
|
$312,760
0.09% of portfolio
|
Q1 2024
New holding
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 30, 2024 Q1 2024 |
9,600
shares
|
$280,896
0.19% of portfolio
|
Q1 2024
Reduced 89.96%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
9,334
shares
|
$273,112
0.0% of portfolio
|
Q1 2024
Reduced 22.37%
|
|
Souders Financial Advisors
|
May 08, 2024 Q1 2024 |
9,251
shares
|
$270,684
0.04% of portfolio
|
Q1 2024
New holding
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
9,163
shares
|
$268,109
0.0% of portfolio
|
Q1 2024
Reduced 45.28%
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
8,990
shares
|
$263,047
0.09% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
8,151
shares
|
$238,498
0.01% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,493
shares
|
$219,245
0.01% of portfolio
|
Q2 2022
Reduced 54.53%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,965
shares
|
$145,275
0.0% of portfolio
|
Q1 2024
Reduced 12.42%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
4,233
shares
|
$123,857
0.0% of portfolio
|
Q4 2023
Reduced 34.46%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
3,877
shares
|
$113,441
0.01% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
3,186
shares
|
$93,222
0.0% of portfolio
|
Q1 2024
Added 9.9%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2,808
shares
|
$82,162
0.04% of portfolio
|
Q1 2024
Reduced 51.75%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,587
shares
|
$75,695
0.0% of portfolio
|
Q1 2024
Added 29.03%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
2,247
shares
|
$65,747
0.04% of portfolio
|
Q4 2023
New holding
|