Institutional Ownership Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $79.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
282,955
shares
|
$8.61 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
218,477
shares
|
$6.65 Million
0.52% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
188,739
shares
|
$5.74 Million
1.44% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
169,265
shares
|
$5.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
119,123
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
107,850
shares
|
$3.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
107,829
shares
|
$3.28 Million
0.13% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
104,475
shares
|
$3.18 Million
0.6% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
98,794
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 101.67%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
89,569
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
75,601
shares
|
$2.3 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
68,276
shares
|
$2.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
66,525
shares
|
$2.02 Million
0.75% of portfolio
|
Q1 2025
Added 191.15%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
56,359
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
55,240
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Added 34.88%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
54,684
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,319
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
47,950
shares
|
$1.46 Million
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,396
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
38,399
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
34,495
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
30,177
shares
|
$918,286
0.81% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,262
shares
|
$799,152
0.0% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
24,895
shares
|
$757,554
0.53% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
24,483
shares
|
$745,017
0.06% of portfolio
|
Q1 2025
Reduced 2.41%
|