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 88 institutions that hold shares in the stock, with a total of 4.77 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,434,951
shares
|
$51.8 Million
0.85% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
346,818
shares
|
$12.5 Million
0.07% of portfolio
|
Q3 2024
Added 604.47%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
244,445
shares
|
$8.83 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
244,180
shares
|
$8.82 Million
2.25% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
174,604
shares
|
$6.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
173,926
shares
|
$6.28 Million
0.0% of portfolio
|
Q3 2024
Added 169.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
169,634
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2024
Added 76.76%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
158,345
shares
|
$5.72 Million
1.5% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
136,776
shares
|
$4.94 Million
0.55% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
111,558
shares
|
$4.03 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
97,760
shares
|
$3.53 Million
0.29% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
85,475
shares
|
$3.09 Million
0.25% of portfolio
|
Q3 2024
Added 32.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,176
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
60,907
shares
|
$2.2 Million
0.85% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
58,579
shares
|
$2.12 Million
0.45% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
55,605
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2024
Added 93.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
52,117
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
48,246
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2024
Added 30.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
45,669
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
45,419
shares
|
$1.64 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
35,716
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
30,870
shares
|
$1.12 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,170
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,930
shares
|
$936,591
0.17% of portfolio
|
Q3 2024
Added 6.14%
|