Institutional Ownership Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,131
shares
|
$459,822
0.0% of portfolio
|
Q2 2024
Added 9.53%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
14,027
shares
|
$456,438
0.11% of portfolio
|
Q1 2023
Reduced 2.81%
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
12,261
shares
|
$398,972
0.27% of portfolio
|
Q2 2024
New holding
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
11,482
shares
|
$373,624
0.03% of portfolio
|
Q1 2024
New holding
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
11,331
shares
|
$368,710
0.01% of portfolio
|
Q2 2024
Added 5.31%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
11,042
shares
|
$359,306
0.0% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
11,000
shares
|
$357,940
0.18% of portfolio
|
Q1 2024
New holding
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
10,819
shares
|
$352,050
0.08% of portfolio
|
Q1 2024
New holding
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
10,254
shares
|
$333,665
0.02% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
9,512
shares
|
$309,520
0.03% of portfolio
|
Q2 2024
Reduced 26.38%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
9,289
shares
|
$302,264
0.0% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
8,489
shares
|
$276,232
0.01% of portfolio
|
Q1 2023
Reduced 9.51%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
8,015
shares
|
$260,808
0.0% of portfolio
|
Q2 2024
Added 949.08%
|
|
Fc Advisory LLC
|
Jul 08, 2024 Q2 2024 |
7,974
shares
|
$259,473
0.09% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
7,748
shares
|
$252,119
0.04% of portfolio
|
Q1 2024
New holding
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
7,432
shares
|
$241,837
0.01% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
7,063
shares
|
$229,830
0.06% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
6,598
shares
|
$214,698
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 18, 2024 Q2 2024 |
6,592
shares
|
$214,503
0.18% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
5,592
shares
|
$181,963
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,600
shares
|
$149,684
0.21% of portfolio
|
Q3 2021
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
4,111
shares
|
$133,771
0.01% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
3,599
shares
|
$117,111
0.09% of portfolio
|
Q2 2024
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,970
shares
|
$96,643
0.01% of portfolio
|
Q1 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,651
shares
|
$86,263
0.0% of portfolio
|
Q2 2024
New holding
|