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 75 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
20,793
shares
|
$646,038
0.0% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,835
shares
|
$616,273
0.0% of portfolio
|
Q3 2024
Reduced 25.36%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
19,048
shares
|
$591,821
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
18,875
shares
|
$586,446
0.24% of portfolio
|
Q4 2023
Reduced 1.97%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
18,382
shares
|
$571,128
0.28% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
17,743
shares
|
$551,275
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
16,582
shares
|
$515,202
0.29% of portfolio
|
Q3 2024
Reduced 32.54%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
16,538
shares
|
$513,835
0.56% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,979
shares
|
$465,397
0.01% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
13,746
shares
|
$427,088
0.09% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,746
shares
|
$427,088
0.04% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
13,213
shares
|
$410,527
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,131
shares
|
$407,980
0.02% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,930
shares
|
$401,735
0.0% of portfolio
|
Q3 2024
Reduced 54.52%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
12,846
shares
|
$399,125
0.06% of portfolio
|
Q2 2024
Added 38.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
12,769
shares
|
$396,732
0.04% of portfolio
|
Q2 2024
Reduced 26.34%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
12,425
shares
|
$386,044
0.08% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,727
shares
|
$364,357
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
11,215
shares
|
$348,450
0.01% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
11,112
shares
|
$345,249
0.02% of portfolio
|
Q4 2023
Reduced 16.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,362
shares
|
$321,947
0.01% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
9,631
shares
|
$299,235
0.04% of portfolio
|
Q2 2024
Added 4715.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,942
shares
|
$277,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,478
shares
|
$263,411
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,130
shares
|
$252,599
0.09% of portfolio
|
Q3 2024
Reduced 9.57%
|