Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $72.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,066
shares
|
$38,013
0.03% of portfolio
|
Q3 2024
Reduced 46.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$35,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
986
shares
|
$35,160
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
483
shares
|
$17,223
0.0% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
288
shares
|
$10,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
240
shares
|
$8,558
0.0% of portfolio
|
Q1 2023
Added 45.45%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
22
shares
|
$784
0.0% of portfolio
|
Q1 2024
Reduced 71.05%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$249
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|