Institutional Ownership Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 1.68 Million shares, which have been reported (via 13F filing form) to have a value of $53.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
539,511
shares
|
$17.1 Million
0.33% of portfolio
|
Q1 2024
Added 1068.94%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
247,848
shares
|
$7.85 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
125,106
shares
|
$3.96 Million
0.01% of portfolio
|
Q1 2024
Added 2.12%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
95,875
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
77,640
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2024
Added 55.9%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
43,806
shares
|
$1.39 Million
0.16% of portfolio
|
Q1 2024
Reduced 13.82%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
41,152
shares
|
$1.3 Million
0.57% of portfolio
|
Q1 2024
Added 20.28%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
35,214
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
28,638
shares
|
$906,965
0.03% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
26,410
shares
|
$836,404
0.0% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
25,674
shares
|
$813,095
0.24% of portfolio
|
Q1 2024
Added 1011.43%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
24,103
shares
|
$763,342
0.0% of portfolio
|
Q1 2024
Added 4.28%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
23,940
shares
|
$758,179
0.0% of portfolio
|
Q1 2024
Added 9.7%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
20,069
shares
|
$635,585
0.05% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
19,627
shares
|
$621,587
0.02% of portfolio
|
Q1 2024
Added 3501.28%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
18,226
shares
|
$577,217
0.01% of portfolio
|
Q2 2023
Reduced 19.9%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
17,925
shares
|
$567,684
0.0% of portfolio
|
Q1 2024
Added 131.95%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
17,302
shares
|
$547,954
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
17,183
shares
|
$544,185
0.0% of portfolio
|
Q1 2024
Reduced 40.53%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
16,935
shares
|
$536,331
0.03% of portfolio
|
Q1 2024
Reduced 98.77%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
14,951
shares
|
$473,498
0.04% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
14,027
shares
|
$444,235
0.12% of portfolio
|
Q1 2023
Reduced 2.81%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
12,920
shares
|
$409,176
0.04% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
12,901
shares
|
$408,574
0.0% of portfolio
|
Q1 2024
Reduced 43.3%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
11,482
shares
|
$363,634
0.03% of portfolio
|
Q1 2024
New holding
|