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 88 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,278
shares
|
$504,584
0.0% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
14,122
shares
|
$499,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,984
shares
|
$494,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,699
shares
|
$484,122
0.01% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
13,377
shares
|
$472,743
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,045
shares
|
$425,670
0.04% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
11,326
shares
|
$400,260
0.22% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
11,235
shares
|
$397,044
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,234
shares
|
$397,009
0.01% of portfolio
|
Q3 2024
Reduced 47.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
10,933
shares
|
$386,372
0.0% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,214
shares
|
$360,962
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
10,214
shares
|
$360,962
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,775
shares
|
$345,448
0.26% of portfolio
|
Q4 2023
Added 768.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,286
shares
|
$328,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
8,357
shares
|
$295,336
0.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,066
shares
|
$285,052
0.0% of portfolio
|
Q3 2024
Added 32.58%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
7,950
shares
|
$280,953
0.24% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
7,840
shares
|
$277,065
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
7,787
shares
|
$275,192
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,825
shares
|
$241,195
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
6,678
shares
|
$236,000
0.11% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,570
shares
|
$232,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,053
shares
|
$213,913
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,009
shares
|
$212,358
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,750
shares
|
$203,205
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|