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 57 institutions that hold shares in the stock, with a total of 1.16 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 |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
14,212
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 31.2%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
12,656
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
10,353
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
9,934
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
9,594
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
9,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 33.3%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
9,015
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 14.26%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
8,855
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
7,471
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 98.32%
|
|
Fc Advisory LLC
|
Jul 08, 2024 Q2 2024 |
6,862
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jun 27, 2024 Q1 2024 |
6,805
shares
|
$0
0.13% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
6,804
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
6,520
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 16.13%
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Apr 17, 2024 Q1 2024 |
6,414
shares
|
$0
0.07% of portfolio
|
Q4 2023
New holding
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
6,336
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
6,298
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
6,237
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
5,682
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,735
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 96.21%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,500
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
Atlantic Private Wealth, LLC
|
May 13, 2024 Q1 2024 |
3,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
3,368
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2,990
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.27%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,540
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|