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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,493
shares
|
$233,931
0.01% of portfolio
|
Q2 2022
Reduced 54.53%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
7,249
shares
|
$226,313
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
7,189
shares
|
$224,440
0.15% of portfolio
|
Q3 2024
Reduced 44.93%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,097
shares
|
$221,568
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
6,982
shares
|
$217,978
0.02% of portfolio
|
Q3 2024
Reduced 61.82%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
6,869
shares
|
$214,450
0.06% of portfolio
|
Q3 2024
Reduced 87.1%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,668
shares
|
$208,174
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,741
shares
|
$148,014
0.0% of portfolio
|
Q3 2024
Added 619.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,067
shares
|
$126,971
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$122,538
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,877
shares
|
$121,039
0.0% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,186
shares
|
$99,466
0.0% of portfolio
|
Q1 2024
Added 9.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,808
shares
|
$56,445
0.02% of portfolio
|
Q2 2024
Reduced 35.61%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,710
shares
|
$53,386
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,265
shares
|
$39,493
0.03% of portfolio
|
Q3 2024
Reduced 43.7%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
816
shares
|
$25,475
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
640
shares
|
$19,980
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
595
shares
|
$18,575
0.0% of portfolio
|
Q3 2024
Reduced 44.18%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
586
shares
|
$18,294
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
489
shares
|
$15,266
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
470
shares
|
$14,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
284
shares
|
$8,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
274
shares
|
$8,554
0.01% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
201
shares
|
$6,275
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
114
shares
|
$3,559
0.0% of portfolio
|
Q2 2023
Reduced 93.41%
|