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 82 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
11,112
shares
|
$333,915
0.02% of portfolio
|
Q4 2023
Reduced 16.87%
|
|
Accurate Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
10,689
shares
|
$321,204
0.07% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
9,631
shares
|
$289,411
0.04% of portfolio
|
Q2 2024
Added 4715.5%
|
|
Act Advisors, Llc.
|
Jul 24, 2024 Q2 2024 |
9,231
shares
|
$277,391
0.14% of portfolio
|
Q2 2024
New holding
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
8,990
shares
|
$270,149
0.09% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
8,478
shares
|
$254,763
0.0% of portfolio
|
Q2 2024
New holding
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
8,350
shares
|
$250,917
0.02% of portfolio
|
Q2 2024
New holding
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
7,841
shares
|
$235,622
0.0% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
7,670
shares
|
$230,483
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,493
shares
|
$225,164
0.01% of portfolio
|
Q2 2022
Reduced 54.53%
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 19, 2024 Q2 2024 |
7,249
shares
|
$217,832
0.11% of portfolio
|
Q2 2024
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
5,248
shares
|
$157,702
0.08% of portfolio
|
Q2 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
4,355
shares
|
$130,867
0.01% of portfolio
|
Q1 2024
Reduced 46.77%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
4,024
shares
|
$120,921
0.0% of portfolio
|
Q2 2024
Added 55.55%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,935
shares
|
$118,246
0.0% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,877
shares
|
$116,503
0.0% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
3,186
shares
|
$95,739
0.0% of portfolio
|
Q1 2024
Added 9.9%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,247
shares
|
$67,522
0.05% of portfolio
|
Q4 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
1,808
shares
|
$54,330
0.02% of portfolio
|
Q2 2024
Reduced 35.61%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,710
shares
|
$51,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,066
shares
|
$32,033
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
914
shares
|
$27,465
0.0% of portfolio
|
Q2 2024
New holding
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
816
shares
|
$24,520
0.01% of portfolio
|
Q4 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
659
shares
|
$19,802
0.0% of portfolio
|
Q4 2023
Reduced 99.21%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
640
shares
|
$19,232
0.02% of portfolio
|
Q4 2023
New holding
|