Institutional Ownership Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 1.32 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
332,511
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2024
Added 0.01%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
107,766
shares
|
$3.7 Million
0.43% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
62,139
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2024
Added 49.57%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
49,197
shares
|
$1.69 Million
0.74% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
47,784
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2024
Reduced 89.18%
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
46,779
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
44,585
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Added 15.98%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
41,382
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
31,999
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.41%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
31,846
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Added 4.92%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
30,815
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2024
Reduced 8.16%
|
|
Compass Advisory Group LLC
|
Apr 30, 2024 Q1 2024 |
29,451
shares
|
$1.01 Million
0.67% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
29,240
shares
|
$1 Million
0.04% of portfolio
|
Q4 2023
Added 300.77%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
28,781
shares
|
$987,476
0.01% of portfolio
|
Q1 2024
Added 1.75%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
26,983
shares
|
$925,786
0.0% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
24,746
shares
|
$849,035
0.08% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
24,660
shares
|
$846,084
0.06% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
23,145
shares
|
$794,104
0.01% of portfolio
|
Q1 2024
Reduced 23.14%
|
|
Delta Investment Management, LLC
|
May 08, 2024 Q1 2024 |
22,871
shares
|
$784,704
0.19% of portfolio
|
Q1 2024
New holding
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 12, 2024 Q1 2024 |
20,129
shares
|
$690,625
0.35% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
18,587
shares
|
$637,719
0.02% of portfolio
|
Q1 2024
Added 0.01%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
17,857
shares
|
$612,673
0.0% of portfolio
|
Q1 2024
Added 1.66%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2024 Q1 2024 |
17,596
shares
|
$603,718
0.42% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
17,135
shares
|
$587,901
0.09% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
15,521
shares
|
$532,525
0.0% of portfolio
|
Q1 2024
New holding
|