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 63 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
2,350
shares
|
$76,469
0.03% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
1,763
shares
|
$57,368
0.03% of portfolio
|
Q2 2024
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,591
shares
|
$51,771
0.01% of portfolio
|
Q2 2024
Reduced 21.04%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,070
shares
|
$34,817
0.0% of portfolio
|
Q1 2022
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
800
shares
|
$26,032
0.01% of portfolio
|
Q1 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
710
shares
|
$23,103
0.0% of portfolio
|
Q1 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
280
shares
|
$9,111
0.0% of portfolio
|
Q4 2023
Reduced 22.22%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
259
shares
|
$8,427
0.0% of portfolio
|
Q1 2023
Added 47.16%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
150
shares
|
$4,881
0.0% of portfolio
|
Q1 2022
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
50
shares
|
$1,627
0.0% of portfolio
|
Q1 2023
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
28
shares
|
$911
0.0% of portfolio
|
Q2 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
7
shares
|
$227
0.0% of portfolio
|
Q3 2023
Reduced 61.11%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|