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 61 institutions that hold shares in the stock, with a total of 1.33 Million shares, which have been reported (via 13F filing form) to have a value of $46.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
2,136
shares
|
$74,226
0.05% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
671
shares
|
$23,317
0.0% of portfolio
|
Q2 2024
Reduced 90.42%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
600
shares
|
$20,850
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
362
shares
|
$12,579
0.0% of portfolio
|
Q2 2024
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
283
shares
|
$9,834
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
221
shares
|
$7,679
0.0% of portfolio
|
Q2 2024
Added 132.63%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
157
shares
|
$5,455
0.0% of portfolio
|
Q2 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
121
shares
|
$4,204
0.0% of portfolio
|
Q4 2023
Reduced 57.24%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
68
shares
|
$2,363
0.0% of portfolio
|
Q1 2023
Reduced 60.92%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|