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 54 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $49.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
535,820
shares
|
$17.3 Million
0.32% of portfolio
|
Q2 2024
Added 1489.88%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
115,133
shares
|
$3.72 Million
0.0% of portfolio
|
Q2 2024
Added 207.34%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
95,366
shares
|
$3.08 Million
0.34% of portfolio
|
Q2 2024
Added 97.45%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
88,973
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2024
Added 6.12%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
61,541
shares
|
$1.99 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
58,696
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Added 57.48%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
46,448
shares
|
$1.5 Million
0.65% of portfolio
|
Q2 2024
Added 14.24%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
45,033
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Added 11.43%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
42,518
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.12%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
29,108
shares
|
$939,606
0.03% of portfolio
|
Q2 2024
Added 2672.19%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
28,254
shares
|
$912,039
0.0% of portfolio
|
Q2 2024
Reduced 21.22%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 13, 2024 Q2 2024 |
28,168
shares
|
$909,263
0.39% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
28,141
shares
|
$908,391
0.0% of portfolio
|
Q2 2024
Added 7.22%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,912
shares
|
$578,199
0.22% of portfolio
|
Q3 2023
Reduced 11.71%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
17,756
shares
|
$573,163
0.17% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
15,981
shares
|
$515,866
0.0% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
15,730
shares
|
$507,764
0.01% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
15,670
shares
|
$505,827
0.02% of portfolio
|
Q2 2021
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
15,362
shares
|
$495,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
15,227
shares
|
$491,527
0.04% of portfolio
|
Q2 2024
Added 4.12%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
14,964
shares
|
$483,037
0.03% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
14,320
shares
|
$462,249
0.11% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
14,130
shares
|
$456,116
0.0% of portfolio
|
Q2 2024
Added 53.69%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
13,881
shares
|
$448,078
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
13,703
shares
|
$442,332
0.06% of portfolio
|
Q1 2024
Reduced 12.74%
|