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 65 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $42.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,970
shares
|
$95,901
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
2,925
shares
|
$94,448
0.18% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,350
shares
|
$75,881
0.03% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,591
shares
|
$51,373
0.01% of portfolio
|
Q2 2024
Reduced 21.04%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,070
shares
|
$34,550
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$25,832
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
781
shares
|
$25,218
0.01% of portfolio
|
Q3 2024
Reduced 96.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
774
shares
|
$24,992
0.0% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
472
shares
|
$15,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
280
shares
|
$9,041
0.0% of portfolio
|
Q4 2023
Reduced 22.22%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
257
shares
|
$8,298
0.0% of portfolio
|
Q4 2024
Added 58.64%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
226
shares
|
$7,297
0.0% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
50
shares
|
$1,614
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
7
shares
|
$226
0.0% of portfolio
|
Q3 2023
Reduced 61.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|