Institutional Ownership Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 4.62 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,162,422
shares
|
$41.8 Million
0.68% of portfolio
|
Q3 2024
Added 453.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
346,818
shares
|
$12.5 Million
0.07% of portfolio
|
Q3 2024
Added 604.47%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
262,438
shares
|
$9.43 Million
2.67% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
244,943
shares
|
$8.8 Million
1.34% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
174,604
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
173,926
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Added 169.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
169,634
shares
|
$6.09 Million
0.01% of portfolio
|
Q3 2024
Added 76.76%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
167,723
shares
|
$6.02 Million
1.58% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
134,695
shares
|
$4.84 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
114,678
shares
|
$4.12 Million
0.17% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
97,760
shares
|
$3.51 Million
0.29% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
85,475
shares
|
$3.07 Million
0.25% of portfolio
|
Q3 2024
Added 32.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,176
shares
|
$2.74 Million
0.08% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
70,495
shares
|
$2.53 Million
2.9% of portfolio
|
Q3 2024
Added 293.52%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
60,907
shares
|
$2.19 Million
0.85% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
58,579
shares
|
$2.1 Million
0.47% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
56,600
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
55,605
shares
|
$2 Million
0.16% of portfolio
|
Q3 2024
Added 93.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
48,246
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2024
Added 30.12%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
46,523
shares
|
$1.67 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
45,669
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
36,047
shares
|
$1.29 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
35,716
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
30,989
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.49%
|