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 59 institutions that hold shares in the stock, with a total of 1.26 Million shares, which have been reported (via 13F filing form) to have a value of $44.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
11,214
shares
|
$396,863
0.03% of portfolio
|
Q3 2024
Reduced 25.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,635
shares
|
$376,372
0.0% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$353,900
0.0% of portfolio
|
Q2 2022
Reduced 3.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
9,671
shares
|
$342,256
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,355
shares
|
$331,073
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,840
shares
|
$312,847
0.0% of portfolio
|
Q3 2024
Reduced 55.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
8,076
shares
|
$285,809
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
7,921
shares
|
$280,324
0.01% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,393
shares
|
$261,638
0.0% of portfolio
|
Q3 2024
Reduced 65.93%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,363
shares
|
$260,576
0.02% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,168
shares
|
$253,675
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
7,162
shares
|
$253,463
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,115
shares
|
$251,799
0.0% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6,100
shares
|
$215,879
0.02% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,055
shares
|
$214,286
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
5,898
shares
|
$208,730
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,776
shares
|
$204,412
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
5,747
shares
|
$203,386
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
5,669
shares
|
$200,625
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,649
shares
|
$199,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,935
shares
|
$174,649
0.02% of portfolio
|
Q1 2024
Reduced 8.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,576
shares
|
$161,944
0.02% of portfolio
|
Q3 2024
Reduced 73.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,847
shares
|
$100,755
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,815
shares
|
$99,622
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,630
shares
|
$93,075
0.0% of portfolio
|
Q1 2024
Added 10.09%
|