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 59 institutions that hold shares in the stock, with a total of 1.13 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 |
---|---|---|---|---|---|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
98,364
shares
|
$0
0.97% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
72,700
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
61,966
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 25.3%
|
|
Sageworth Trust CO
|
Jul 16, 2024 Q2 2024 |
58,386
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
56,185
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.95%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
46,957
shares
|
$0
0.18% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
44,643
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
44,198
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.95%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
43,508
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
42,475
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
38,194
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 20.03%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
37,099
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 35.1%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
35,623
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 67.14%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
28,186
shares
|
$0
0.26% of portfolio
|
Q4 2023
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
27,892
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
25,682
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
25,238
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 41.22%
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
May 15, 2024 Q1 2024 |
21,491
shares
|
$0
0.33% of portfolio
|
Q1 2024
New holding
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
19,538
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 14, 2024 Q1 2024 |
19,327
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
19,152
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
17,784
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.74%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
17,415
shares
|
$0
0.21% of portfolio
|
Q1 2024
Added 9.43%
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
14,593
shares
|
$0
0.0% of portfolio
|
Q4 2021
Added 3.0%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
14,339
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 64.12%
|