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 82 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
932,032
shares
|
$28.1 Million
21.84% of portfolio
|
Q2 2024
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
644,334
shares
|
$19.4 Million
0.35% of portfolio
|
Q2 2024
Added 1129.79%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
315,987
shares
|
$9.53 Million
0.1% of portfolio
|
Q2 2024
Added 1939.15%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
298,045
shares
|
$8.99 Million
0.88% of portfolio
|
Q2 2024
Added 1.99%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
282,750
shares
|
$8.52 Million
0.01% of portfolio
|
Q2 2024
Added 34.09%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
233,042
shares
|
$7.03 Million
2.95% of portfolio
|
Q2 2024
Added 149.08%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
182,194
shares
|
$5.49 Million
0.58% of portfolio
|
Q2 2024
Added 40.44%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
154,696
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2024
Added 1012.2%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
149,977
shares
|
$4.52 Million
0.21% of portfolio
|
Q2 2024
Added 49.98%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
145,116
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2024
Added 51.38%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
114,273
shares
|
$3.45 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
97,896
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2024
Added 73.97%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
82,951
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2024
Added 585.55%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
79,657
shares
|
$2.4 Million
0.17% of portfolio
|
Q2 2024
Added 43.06%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
71,125
shares
|
$2.14 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
59,370
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
53,238
shares
|
$1.61 Million
0.45% of portfolio
|
Q2 2024
Added 80.5%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
52,128
shares
|
$1.57 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
51,897
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2024
Added 22.12%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
48,883
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2024
Added 8.74%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
47,950
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2022
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
44,220
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 373.75%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
37,331
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
30,000
shares
|
$904,500
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Jul 25, 2024 Q2 2024 |
28,770
shares
|
$867,415
0.77% of portfolio
|
Q2 2024
New holding
|