Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $72.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,763
shares
|
$597,768
0.07% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,465
shares
|
$551,481
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,851
shares
|
$529,586
0.0% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,649
shares
|
$415,403
0.01% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
10,718
shares
|
$382,203
0.16% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,628
shares
|
$343,334
0.02% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,572
shares
|
$341,337
0.12% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,099
shares
|
$324,470
0.01% of portfolio
|
Q2 2024
Reduced 18.42%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,412
shares
|
$299,971
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,334
shares
|
$297,190
0.0% of portfolio
|
Q2 2024
Added 25.46%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
7,636
shares
|
$272,299
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
7,594
shares
|
$270,802
0.06% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,206
shares
|
$256,965
0.03% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,255
shares
|
$223,053
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,218
shares
|
$221,733
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,778
shares
|
$206,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,515
shares
|
$125,344
0.1% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,300
shares
|
$117,677
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,665
shares
|
$95,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,972
shares
|
$70,321
0.0% of portfolio
|
Q3 2024
Reduced 28.34%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,940
shares
|
$69,180
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,800
shares
|
$64,187
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,705
shares
|
$60,800
0.0% of portfolio
|
Q2 2024
Added 31.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,482
shares
|
$52,848
0.0% of portfolio
|
Q2 2024
Reduced 46.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,220
shares
|
$43,505
0.02% of portfolio
|
Q4 2023
Reduced 3.17%
|