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 67 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
1,983
shares
|
$68,334
0.05% of portfolio
|
Q4 2023
New holding
|
|
Atticus Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
1,940
shares
|
$66,852
0.02% of portfolio
|
Q1 2023
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
1,800
shares
|
$62,028
0.01% of portfolio
|
Q1 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,705
shares
|
$58,754
0.0% of portfolio
|
Q2 2024
Added 31.46%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
1,667
shares
|
$57,444
0.03% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,482
shares
|
$51,069
0.0% of portfolio
|
Q2 2024
Reduced 46.3%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
1,220
shares
|
$42,041
0.02% of portfolio
|
Q4 2023
Reduced 3.17%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$34,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
986
shares
|
$33,977
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
966
shares
|
$33,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
775
shares
|
$26,706
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
240
shares
|
$8,270
0.0% of portfolio
|
Q1 2023
Added 45.45%
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
138
shares
|
$4,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
25
shares
|
$861
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 17, 2024 Q2 2024 |
22
shares
|
$758
0.0% of portfolio
|
Q1 2024
Reduced 71.05%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
7
shares
|
$241
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|