Institutional Ownership Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 1.5 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
118,032
shares
|
$4.13 Million
0.01% of portfolio
|
Q2 2024
Added 4.36%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
115,312
shares
|
$4.04 Million
0.19% of portfolio
|
Q2 2024
Reduced 23.49%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
109,048
shares
|
$3.82 Million
0.07% of portfolio
|
Q2 2024
Reduced 80.73%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
97,110
shares
|
$3.4 Million
0.83% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
89,759
shares
|
$3.14 Million
0.34% of portfolio
|
Q2 2024
Added 110.66%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
63,539
shares
|
$2.23 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
54,861
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
54,626
shares
|
$1.91 Million
0.15% of portfolio
|
Q2 2024
Reduced 21.67%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
52,901
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.17%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
51,330
shares
|
$1.8 Million
0.45% of portfolio
|
Q1 2024
Reduced 11.53%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
49,593
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
42,585
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
42,214
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.01%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
37,332
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
33,155
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
32,665
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
29,761
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.37%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
26,989
shares
|
$945,424
0.0% of portfolio
|
Q2 2024
Added 3.66%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
26,355
shares
|
$923,215
0.12% of portfolio
|
Q2 2024
Added 3.23%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,381
shares
|
$889,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
25,380
shares
|
$889,061
0.3% of portfolio
|
Q1 2024
New holding
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
20,152
shares
|
$705,924
0.42% of portfolio
|
Q4 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
19,138
shares
|
$670,404
0.0% of portfolio
|
Q2 2024
Added 31.93%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
18,622
shares
|
$652,328
0.06% of portfolio
|
Q2 2024
Reduced 37.66%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
17,638
shares
|
$617,859
0.01% of portfolio
|
Q1 2024
Added 0.71%
|