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 76 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $84 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
24,483
shares
|
$765,828
0.06% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
24,238
shares
|
$758,164
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
23,495
shares
|
$734,923
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
20,379
shares
|
$637,455
0.31% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,180
shares
|
$631,230
0.0% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,094
shares
|
$628,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
18,875
shares
|
$590,410
0.15% of portfolio
|
Q4 2023
Reduced 1.97%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
18,645
shares
|
$583,215
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
16,244
shares
|
$508,112
0.54% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
15,193
shares
|
$475,237
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
14,979
shares
|
$468,543
0.01% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
14,846
shares
|
$464,382
0.09% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
13,589
shares
|
$425,063
0.09% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
12,846
shares
|
$401,822
0.06% of portfolio
|
Q2 2024
Added 38.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,811
shares
|
$400,728
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,131
shares
|
$379,457
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
11,720
shares
|
$366,601
0.03% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,574
shares
|
$362,034
0.0% of portfolio
|
Q1 2025
Reduced 94.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,519
shares
|
$360,314
0.0% of portfolio
|
Q1 2025
Reduced 38.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,377
shares
|
$355,872
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
10,867
shares
|
$339,919
0.2% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
10,519
shares
|
$329,034
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,133
shares
|
$316,960
0.02% of portfolio
|
Q1 2025
Reduced 19.6%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
9,919
shares
|
$310,266
0.08% of portfolio
|
Q1 2025
Reduced 79.74%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
9,631
shares
|
$301,257
0.04% of portfolio
|
Q2 2024
Added 4715.5%
|