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 48 institutions that hold shares in the stock, with a total of 922,926 shares, which have been reported (via 13F filing form) to have a value of $31 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 |
Oct 08, 2024 Q3 2024 |
102,406
shares
|
$3.44 Million
0.29% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
88,973
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
58,738
shares
|
$1.97 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
57,213
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
44,406
shares
|
$1.49 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
41,434
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
36,752
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 30.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
36,523
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 68.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
35,648
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
33,933
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 93.67%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
29,110
shares
|
$976,640
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
29,063
shares
|
$975,063
0.39% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
28,141
shares
|
$944,130
0.0% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,270
shares
|
$814,258
0.02% of portfolio
|
Q3 2024
Added 215.56%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,912
shares
|
$600,947
0.22% of portfolio
|
Q3 2023
Reduced 11.71%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
17,755
shares
|
$595,680
0.33% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,275
shares
|
$546,026
0.01% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,670
shares
|
$525,728
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,362
shares
|
$515,395
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
14,320
shares
|
$480,435
0.11% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,130
shares
|
$474,061
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
|
$465,707
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
13,703
shares
|
$459,735
0.06% of portfolio
|
Q1 2024
Reduced 12.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,584
shares
|
$455,743
0.03% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,545
shares
|
$420,884
0.04% of portfolio
|
Q3 2024
Reduced 17.61%
|