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 70 institutions that hold shares in the stock, with a total of 2.93 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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
7,995
shares
|
$0
0.08% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,350
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
6,993
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,804
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
6,403
shares
|
$0
0.16% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,237
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,012
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
5,602
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,339
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,268
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.72%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,500
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,981
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 198000.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,540
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,190
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 55.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,183
shares
|
$0
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 96.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
437
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
140
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 41.91%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|