Institutional Ownership Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 4.24 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
23,205
shares
|
$775,047
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,169
shares
|
$773,844
0.0% of portfolio
|
Q3 2024
Added 263.72%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
22,503
shares
|
$751,600
0.05% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,263
shares
|
$743,584
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
22,246
shares
|
$743,016
0.99% of portfolio
|
Q4 2024
Reduced 68.44%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
21,005
shares
|
$701,567
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,137
shares
|
$672,575
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
19,752
shares
|
$659,716
0.17% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
19,506
shares
|
$651,500
0.01% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
19,257
shares
|
$643,183
0.2% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,345
shares
|
$612,723
0.0% of portfolio
|
Q4 2024
Added 63.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
17,751
shares
|
$592,883
0.0% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,430
shares
|
$582,162
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,610
shares
|
$554,774
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
16,505
shares
|
$551,267
0.03% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
16,081
shares
|
$537,105
0.17% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
15,169
shares
|
$506,644
0.29% of portfolio
|
Q4 2024
Reduced 57.92%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
15,027
shares
|
$501,901
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,560
shares
|
$486,304
0.02% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,529
shares
|
$485,268
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
14,432
shares
|
$482,028
0.03% of portfolio
|
Q1 2025
Reduced 29.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,984
shares
|
$467,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
13,394
shares
|
$447,359
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,296
shares
|
$444,086
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
12,000
shares
|
$400,800
0.11% of portfolio
|
Q1 2025
Reduced 14.29%
|