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 93 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $89.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
5,411
shares
|
$192,415
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,050
shares
|
$179,578
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,922
shares
|
$175,026
0.0% of portfolio
|
Q1 2025
Added 12205.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,692
shares
|
$131,287
0.0% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,400
shares
|
$120,904
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,971
shares
|
$105,648
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,613
shares
|
$92,918
0.04% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,411
shares
|
$50,175
0.0% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,100
shares
|
$39,116
0.0% of portfolio
|
Q1 2025
Reduced 77.95%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,098
shares
|
$39,044
0.0% of portfolio
|
Q1 2025
Added 293.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,000
shares
|
$35,560
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
743
shares
|
$26,421
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
455
shares
|
$16,179
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
450
shares
|
$16,002
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$7,112
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
176
shares
|
$6,258
0.0% of portfolio
|
Q1 2025
Reduced 37.37%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
21
shares
|
$746
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|