Institutional Ownership Innovator U.S. Equity Ultra Bu (USEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (USEP). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
883,440
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
552,971
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1390.53%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
97,206
shares
|
$0
0.29% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
89,249
shares
|
$0
0.88% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
69,350
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
60,134
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.5%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
59,888
shares
|
$0
1.17% of portfolio
|
Q3 2024
Added 112.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
56,500
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
56,185
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
50,537
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
44,664
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
42,816
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
42,609
shares
|
$0
0.12% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
42,475
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
32,272
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 111.45%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
29,793
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
29,539
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,319
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
24,257
shares
|
$0
0.19% of portfolio
|
Q3 2024
Added 137.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
23,159
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
21,491
shares
|
$0
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
19,327
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
19,152
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
17,415
shares
|
$0
0.2% of portfolio
|
Q1 2024
Added 9.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
16,513
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 248.74%
|