Institutional Ownership Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,583
shares
|
$554,598
0.0% of portfolio
|
Q3 2024
Added 67.25%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
14,885
shares
|
$529,757
0.04% of portfolio
|
Q3 2024
Reduced 54.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,197
shares
|
$505,271
0.0% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,141
shares
|
$503,278
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,848
shares
|
$492,850
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,836
shares
|
$456,833
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,834
shares
|
$385,582
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,825
shares
|
$385,261
0.0% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,531
shares
|
$374,798
0.01% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
9,987
shares
|
$355,437
0.03% of portfolio
|
Q2 2024
Reduced 35.09%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
9,311
shares
|
$331,378
0.18% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,902
shares
|
$316,822
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,005
shares
|
$284,897
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
7,866
shares
|
$279,950
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
7,858
shares
|
$279,666
0.09% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,505
shares
|
$267,102
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,741
shares
|
$239,912
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,720
shares
|
$203,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,415
shares
|
$157,129
0.05% of portfolio
|
Q4 2023
Reduced 81.18%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,956
shares
|
$140,794
0.04% of portfolio
|
Q3 2024
Reduced 77.54%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,850
shares
|
$137,021
0.03% of portfolio
|
Q4 2023
Added 250.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,704
shares
|
$60,645
0.0% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
960
shares
|
$34,166
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
674
shares
|
$23,987
0.0% of portfolio
|
Q2 2024
Reduced 39.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
463
shares
|
$16,478
0.0% of portfolio
|
Q1 2024
Added 476.67%
|