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 |
|---|---|---|---|---|---|
|
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
|
$931,405
0.17% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
25,808
shares
|
$927,023
0.03% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
25,763
shares
|
$925,406
0.06% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,265
shares
|
$835,678
0.0% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
23,169
shares
|
$832,230
0.0% of portfolio
|
Q3 2024
Added 263.72%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
21,793
shares
|
$782,804
0.05% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,113
shares
|
$758,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,586
shares
|
$739,449
0.01% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
20,137
shares
|
$723,321
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
19,956
shares
|
$716,819
0.3% of portfolio
|
Q3 2024
Added 210.6%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
19,752
shares
|
$709,491
0.17% of portfolio
|
Q3 2021
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,649
shares
|
$705,792
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,328
shares
|
$694,261
0.2% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
19,285
shares
|
$692,717
0.02% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
18,182
shares
|
$653,097
0.22% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,459
shares
|
$627,127
0.02% of portfolio
|
Q3 2024
Added 697.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
17,400
shares
|
$625,008
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,505
shares
|
$592,859
0.03% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
16,400
shares
|
$589,088
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,854
shares
|
$569,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,684
shares
|
$563,369
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
14,687
shares
|
$527,557
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,482
shares
|
$520,193
0.0% of portfolio
|
Q3 2024
Reduced 56.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,278
shares
|
$512,865
0.0% of portfolio
|
Q3 2024
Added 5.54%
|