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 64 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
11,482
shares
|
$379,939
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
11,000
shares
|
$363,990
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
10,819
shares
|
$358,000
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
10,655
shares
|
$352,573
0.01% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,781
shares
|
$323,653
0.0% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
9,216
shares
|
$304,957
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,164
shares
|
$303,236
0.02% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,535
shares
|
$282,423
0.0% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,489
shares
|
$280,901
0.01% of portfolio
|
Q1 2023
Reduced 9.51%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
7,974
shares
|
$263,859
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,748
shares
|
$256,381
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,432
shares
|
$245,924
0.01% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
7,063
shares
|
$233,714
0.05% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
6,771
shares
|
$224,052
0.15% of portfolio
|
Q3 2024
Reduced 44.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
6,770
shares
|
$224,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,598
shares
|
$218,327
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
6,542
shares
|
$216,474
0.17% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,264
shares
|
$207,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,618
shares
|
$185,899
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,600
shares
|
$152,214
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,298
shares
|
$142,220
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,599
shares
|
$119,090
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,970
shares
|
$98,277
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,651
shares
|
$87,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,350
shares
|
$77,761
0.03% of portfolio
|
Q4 2023
Reduced 7.84%
|