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 |
---|---|---|---|---|---|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
14,026
shares
|
$481,372
0.04% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,390
shares
|
$459,544
0.0% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 13, 2024 Q1 2024 |
11,988
shares
|
$411,428
0.17% of portfolio
|
Q1 2024
Reduced 26.27%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
11,738
shares
|
$402,848
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
10,847
shares
|
$372,269
0.11% of portfolio
|
Q1 2024
Reduced 22.08%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
10,000
shares
|
$343,200
0.0% of portfolio
|
Q2 2022
Reduced 3.17%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,918
shares
|
$340,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
9,671
shares
|
$331,908
0.0% of portfolio
|
Q3 2023
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
9,184
shares
|
$315,194
0.01% of portfolio
|
Q1 2024
Reduced 28.17%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
8,825
shares
|
$302,874
0.0% of portfolio
|
Q1 2024
Reduced 24.44%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
7,913
shares
|
$271,574
0.01% of portfolio
|
Q1 2024
Reduced 82.71%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
7,175
shares
|
$246,246
0.0% of portfolio
|
Q1 2023
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
7,100
shares
|
$243,672
0.02% of portfolio
|
Q4 2023
Added 4.41%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,006
shares
|
$240,445
0.0% of portfolio
|
Q1 2024
Added 107.34%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
6,878
shares
|
$236,052
0.0% of portfolio
|
Q1 2024
Added 3.91%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
6,812
shares
|
$233,787
0.02% of portfolio
|
Q3 2023
Reduced 75.75%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
6,277
shares
|
$215,426
0.01% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
4,935
shares
|
$169,369
0.02% of portfolio
|
Q1 2024
Reduced 8.61%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
4,006
shares
|
$137,485
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
3,771
shares
|
$129,420
0.0% of portfolio
|
Q1 2024
Added 17.73%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
3,585
shares
|
$123,037
0.03% of portfolio
|
Q4 2021
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,848
shares
|
$97,743
0.0% of portfolio
|
Q4 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,630
shares
|
$90,261
0.0% of portfolio
|
Q1 2024
Added 10.09%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
600
shares
|
$20,592
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
121
shares
|
$4,152
0.0% of portfolio
|
Q4 2023
Reduced 57.24%
|