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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,193
shares
|
$77,610
0.0% of portfolio
|
Q2 2024
Reduced 45.26%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
600
shares
|
$21,234
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
551
shares
|
$19,499
0.0% of portfolio
|
Q3 2024
Added 355.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
407
shares
|
$14,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
400
shares
|
$14,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
362
shares
|
$12,811
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
283
shares
|
$10,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
68
shares
|
$2,406
0.0% of portfolio
|
Q1 2023
Reduced 60.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$35
0.0% of portfolio
|
Q2 2023
New holding
|