Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 934,418 shares, which have been reported (via 13F filing form) to have a value of $31.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
115,450
shares
|
$3.94 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
88,973
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
58,738
shares
|
$2 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
57,213
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
43,306
shares
|
$1.48 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
40,694
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
36,687
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
36,523
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 68.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
35,648
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,765
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
29,063
shares
|
$991,629
0.39% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
28,141
shares
|
$960,170
0.0% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,270
shares
|
$828,092
0.02% of portfolio
|
Q3 2024
Added 215.56%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,912
shares
|
$611,157
0.22% of portfolio
|
Q3 2023
Reduced 11.71%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,285
shares
|
$589,764
0.02% of portfolio
|
Q4 2024
Reduced 40.62%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
16,786
shares
|
$572,738
0.26% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,468
shares
|
$561,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,275
shares
|
$555,303
0.01% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,670
shares
|
$534,660
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15,362
shares
|
$524,151
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
14,320
shares
|
$488,598
0.11% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,130
shares
|
$482,115
0.0% of portfolio
|
Q2 2024
Added 53.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,881
shares
|
$473,619
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
13,703
shares
|
$467,546
0.06% of portfolio
|
Q1 2024
Reduced 12.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
13,172
shares
|
$449,428
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|