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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
5,050
shares
|
$178,467
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,448
shares
|
$121,852
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,400
shares
|
$120,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,006
shares
|
$106,232
0.0% of portfolio
|
Q3 2024
Added 8488.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,836
shares
|
$100,224
0.04% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
1,455
shares
|
$51,419
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,411
shares
|
$49,864
0.0% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$35,340
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
570
shares
|
$20,143
0.0% of portfolio
|
Q3 2024
Added 375.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
281
shares
|
$9,930
0.0% of portfolio
|
Q3 2024
Added 167.62%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$7,068
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
21
shares
|
$742
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|