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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,478
shares
|
$265,191
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,122
shares
|
$254,056
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
8,102
shares
|
$253,430
0.28% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,493
shares
|
$234,381
0.01% of portfolio
|
Q2 2022
Reduced 54.53%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
7,048
shares
|
$220,461
0.09% of portfolio
|
Q1 2025
Reduced 94.99%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,000
shares
|
$218,960
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,883
shares
|
$215,300
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
6,328
shares
|
$197,939
0.05% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,041
shares
|
$188,962
0.0% of portfolio
|
Q1 2025
Added 24.79%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,256
shares
|
$164,407
0.0% of portfolio
|
Q1 2025
Added 5491.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,696
shares
|
$146,890
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,477
shares
|
$140,040
0.0% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,059
shares
|
$126,965
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
3,443
shares
|
$107,697
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,896
shares
|
$90,586
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,710
shares
|
$53,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,553
shares
|
$48,577
0.02% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
816
shares
|
$25,524
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
593
shares
|
$18,549
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
510
shares
|
$15,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
489
shares
|
$15,295
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
482
shares
|
$15,076
0.0% of portfolio
|
Q1 2025
Added 115.18%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
284
shares
|
$8,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
201
shares
|
$6,287
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
114
shares
|
$3,565
0.0% of portfolio
|
Q2 2023
Reduced 93.41%
|