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 75 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $93.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,493
shares
|
$235,729
0.01% of portfolio
|
Q2 2022
Reduced 54.53%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
7,249
shares
|
$228,053
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
7,189
shares
|
$226,165
0.15% of portfolio
|
Q3 2024
Reduced 44.93%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,097
shares
|
$223,271
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
6,982
shares
|
$219,653
0.02% of portfolio
|
Q3 2024
Reduced 61.82%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,668
shares
|
$209,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
6,575
shares
|
$206,849
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
6,529
shares
|
$205,402
0.05% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,777
shares
|
$150,284
0.01% of portfolio
|
Q3 2024
Added 23.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,741
shares
|
$149,151
0.0% of portfolio
|
Q3 2024
Added 619.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,067
shares
|
$127,947
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$123,480
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,896
shares
|
$91,108
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,710
shares
|
$53,796
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,553
shares
|
$48,857
0.02% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,205
shares
|
$37,909
0.02% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
816
shares
|
$25,671
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
595
shares
|
$18,718
0.0% of portfolio
|
Q3 2024
Reduced 44.18%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
586
shares
|
$18,435
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
489
shares
|
$15,383
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
470
shares
|
$14,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
284
shares
|
$8,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
201
shares
|
$6,323
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
189
shares
|
$5,945
0.0% of portfolio
|
Q4 2024
Reduced 31.02%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
114
shares
|
$3,586
0.0% of portfolio
|
Q2 2023
Reduced 93.41%
|