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 94 institutions that hold shares in the stock, with a total of 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,131
shares
|
$352,073
0.0% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
10,964
shares
|
$346,791
0.03% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
10,904
shares
|
$344,893
0.11% of portfolio
|
Q2 2025
Added 54.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,805
shares
|
$341,762
0.01% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
10,519
shares
|
$332,715
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
9,919
shares
|
$313,737
0.08% of portfolio
|
Q1 2025
Reduced 79.74%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
8,839
shares
|
$279,577
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8,831
shares
|
$279,324
0.0% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,807
shares
|
$278,565
0.02% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,478
shares
|
$268,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
8,405
shares
|
$265,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
8,282
shares
|
$261,959
0.15% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,117
shares
|
$256,740
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
8,102
shares
|
$256,266
0.28% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
7,695
shares
|
$243,392
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,554
shares
|
$238,933
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,493
shares
|
$237,003
0.01% of portfolio
|
Q2 2022
Reduced 54.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,281
shares
|
$230,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,088
shares
|
$224,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,000
shares
|
$221,410
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
6,514
shares
|
$206,037
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
6,280
shares
|
$198,636
0.05% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,041
shares
|
$191,076
0.0% of portfolio
|
Q1 2025
Added 24.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,633
shares
|
$178,171
0.01% of portfolio
|
Q2 2025
Added 38.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,129
shares
|
$162,230
0.0% of portfolio
|
Q2 2025
Added 9.22%
|