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Innovator U.S. Equity Ultra Buffer ETF - April (UAPR) Institutional Ownership

$30.72 -0.03 (-0.11%)
(As of 12/19/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - April (BATS:UAPR)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$63.74M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$10.69M
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UAPR Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - April Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 World Investment Advisors LLC70,325$2.12M0.1%-1.1%1.393%
11/18/2024 Arete Wealth Advisors LLC13,746$415K0.0%-17.2%0.272%
11/15/2024 Jane Street Group LLC12,930$390K0.0%-54.5%0.256%
11/14/2024 Tradition Wealth Management LLC295,547$8.93M0.8%-0.8%5.852%
11/6/2024 Archer Investment Corp6,869$207K0.1%-87.1%0.136%
10/25/2024 Strategic Blueprint LLC60,266$1.82M0.1%-24.3%1.193%
10/25/2024 Worth Financial Advisory Group LLC16,582$501K0.3%-32.5%0.328%
10/23/2024 Outlook Wealth Advisors LLC8,130$246K0.1%-9.6%0.161%
10/22/2024 Chris Bulman Inc7,189$217K0.1%-44.9%0.142%
10/21/2024 Castleview Partners LLC1,265$38K0.0%-43.7%0.025%
10/8/2024 CWM LLC34,405$1.04M0.0%+755.0%0.681%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors188,842$5.70M0.5%+3.6%3.739%
10/8/2024 Brookstone Capital Management685,962$20.72M0.3%+6.5%13.583%
10/5/2024 Central Valley Advisors LLC23,924$723K0.4%-12.9%0.474%
9/23/2024 Centaurus Financial Inc.19,115$555K0.0%-33.6%0.379%
8/28/2024 Souders Financial Advisors12,846$373K0.1%+38.9%0.254%
8/27/2024 Dana Investment Advisors Inc.21,865$635K0.0%N/A0.433%
8/21/2024 Truist Financial Corp97,896$2.84M0.0%+74.0%1.939%
8/13/2024 AE Wealth Management LLC315,987$9.18M0.1%+1,939.2%6.257%
8/8/2024 Envestnet Asset Management Inc.154,696$4.49M0.0%+1,012.2%3.063%
8/7/2024 MGO One Seven LLC149,977$4.36M0.2%+50.0%2.970%
8/7/2024 Bright Futures Wealth Management LLC.19,107$550K0.3%-5.4%0.378%
8/7/2024 Ashton Thomas Private Wealth LLC914$27K0.0%N/A0.018%
8/6/2024 Chris Bulman Inc13,054$379K0.3%N/A0.258%
8/2/2024 Archer Investment Corp53,238$1.55M0.5%+80.5%1.054%
7/31/2024 Spire Wealth Management82,951$2.41M0.1%+585.5%1.643%
7/31/2024Commonwealth Equity Services LLC282,750$8.21M0.0%+34.1%5.599%
7/29/2024 Ameritas Advisory Services LLC59,370$1.72M0.1%N/A1.176%
7/27/2024 Strategic Blueprint LLC79,657$2.31M0.2%+43.1%1.577%
7/26/2024 WealthShield Partners LLC9,631$280K0.0%+4,715.5%0.191%
7/26/2024 Worth Financial Advisory Group LLC24,582$714K0.5%+156.1%0.487%
7/26/2024 Cambridge Investment Research Advisors Inc.51,897$1.51M0.0%+22.1%1.028%
7/25/2024RPS Advisory Solutions LLC28,770$835K0.8%N/A0.570%
7/24/2024 ACT Advisors LLC.9,231$268K0.1%N/A0.183%
7/20/2024 Milestone Asset Management LLC15,269$443K0.1%-7.5%0.302%
7/19/2024 KFG Wealth Management LLC233,042$6.77M2.7%+149.1%4.615%
7/18/2024 Brookstone Capital Management644,334$18.98M0.3%+1,129.8%12.759%
7/18/2024 Triad Wealth Partners LLC5,248$152K0.1%N/A0.104%
7/18/2024 Fiduciary Financial Group LLC24,238$718K0.2%N/A0.480%
7/15/2024RFG Advisory LLC11,834$344K0.0%+45.2%0.234%
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7/12/2024 Central Valley Advisors LLC27,482$798K0.4%N/A0.544%
7/12/2024 DHJJ Financial Advisors Ltd.1,808$53K0.0%-35.6%0.036%
7/10/2024 CWM LLC4,024$117K0.0%+55.5%0.080%
6/28/2024 Bright Futures Wealth Management LLC.20,196$587K0.3%N/A0.400%
5/29/2024 Soltis Investment Advisors LLC17,336$488K0.1%-16.3%0.343%
5/24/2024Cetera Advisors LLC15,850$446K0.0%-56.6%0.314%
5/9/2024 Delta Investment Management LLC32,486$915K0.2%+53.4%0.643%
5/9/2024 Souders Financial Advisors9,251$261K0.0%N/A0.183%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors129,729$3.65M0.4%-5.9%2.569%
5/1/2024 Worth Financial Advisory Group LLC9,600$270K0.2%-90.0%0.190%
4/29/2024Commonwealth Equity Services LLC210,873$5.94M0.0%-1.2%4.176%
4/23/2024 Milestone Asset Management LLC16,502$465K0.1%-30.0%0.377%
4/23/2024 Strategic Blueprint LLC55,680$1.57M0.1%-5.6%1.271%
4/23/2024Accurate Wealth Management LLC10,689$292K0.1%N/A0.244%
4/22/2024 Outlook Wealth Advisors LLC8,990$253K0.1%-11.8%0.205%
4/19/2024 KFG Wealth Management LLC93,561$2.64M1.1%+14.3%2.136%
4/15/2024 Brookstone Capital Management52,394$1.48M0.0%-4.7%1.196%
4/11/2024 DHJJ Financial Advisors Ltd.2,808$79K0.0%-51.8%0.055%
4/11/2024RFG Advisory LLC8,151$230K0.0%N/A0.159%
3/6/2024 SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/26/2024 Centaurus Financial Inc.31,571$866K0.1%-4.0%0.615%
2/16/2024 SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/9/2024 Advisory Services Network LLC14,979$411K0.0%-14.8%0.292%
2/9/2024 SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/9/2024 Cambridge Investment Research Advisors Inc.47,772$1.31M0.0%-13.6%0.931%
2/8/2024 Foundations Investment Advisors LLC23,237$645K0.0%-13.0%0.453%
2/7/2024 Avantax Advisory Services Inc.11,425$314K0.0%-59.1%0.223%
2/7/2024 Principal Securities Inc.2,899$80K0.0%N/A0.057%
2/5/2024 McAdam LLC11,112$305K0.0%-16.9%0.217%
2/2/2024 Delta Investment Management LLC21,178$581K0.1%+52.1%0.413%
2/2/2024 Truist Financial Corp53,253$1.46M0.0%-3.2%1.038%
1/31/2024 KFG Wealth Management LLC81,866$2.25M1.0%-6.4%1.596%
1/31/2024 Archer Investment Corp28,938$794K0.3%-46.9%0.564%
1/30/2024 DHJJ Financial Advisors Ltd.5,820$160K0.1%-8.1%0.113%
1/26/2024 Soltis Investment Advisors LLC20,712$568K0.1%-13.2%0.404%
1/25/2024 Strategic Blueprint LLC59,001$1.62M0.1%-23.9%1.150%
1/24/2024 Comprehensive Financial Consultants Institutional Inc.83,565$2.29M1.1%-2.2%1.629%
1/23/2024 Milestone Asset Management LLC23,591$647K0.2%-12.8%0.460%
1/23/2024TriaGen Wealth Management LLC49,148$1.35M0.6%-18.0%0.958%
1/16/2024Raymond James Financial Services Advisors Inc.12,024$330K0.0%-7.9%0.234%
1/11/2024 Brookstone Capital Management54,975$1.51M0.0%-16.5%1.072%
1/11/2024BCS Wealth Management18,875$518K0.2%-2.0%0.368%
12/6/2023 VisionPoint Advisory Group LLC2,247$58K0.0%N/A0.044%
11/14/2023 Milestone Asset Management LLC27,041$697K0.2%-94.4%0.527%
11/13/2023 Kestra Advisory Services LLC10,493$270K0.0%-7.0%0.205%
11/8/2023 HighTower Advisors LLC11,716$302K0.0%-27.5%0.228%
11/8/2023 Soltis Investment Advisors LLC23,863$615K0.1%-94.3%0.465%
11/8/2023 Archer Investment Corp54,542$1.41M0.5%-7.7%1.063%
11/8/2023 Avantax Advisory Services Inc.27,900$719K0.0%-11.0%0.544%
11/7/2023 Kingsview Wealth Management LLC42,322$1.09M0.0%-2.3%0.825%
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11/3/2023 MGO One Seven LLC20,372$525K0.0%N/A0.397%
11/3/2023 SageView Advisory Group LLC10,853$280K0.0%-44.9%0.212%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors123,700$3.19M0.4%+9.8%2.411%
10/24/2023 Cambridge Investment Research Advisors Inc.55,304$1.43M0.0%-1.1%1.078%
10/23/2023TriaGen Wealth Management LLC59,933$1.54M0.8%+4.5%1.168%
10/23/2023Commonwealth Equity Services LLC196,403$5.06M0.0%-0.6%3.829%
10/20/2023 Brookstone Capital Management65,840$1.70M0.0%-88.3%1.283%
10/18/2023 Strategic Blueprint LLC77,507$2.00M0.2%-35.0%1.511%
10/17/2023 KFG Wealth Management LLC87,444$2.25M1.2%-1.6%1.705%
10/12/2023IFP Advisors Inc3,877$100K0.0%-17.4%0.076%
(Data available from 1/1/2016 forward)

UAPR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UAPR shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - April. The most heavily invested institutionals were Brookstone Capital Management ($20.72M), AE Wealth Management LLC ($9.18M), Tradition Wealth Management LLC ($8.93M), Commonwealth Equity Services LLC ($8.21M), KFG Wealth Management LLC ($6.77M), Advisor Group Holdings Inc. ($6.71M), and Hudson Capital Management LLC ($6.08M).Learn more on UAPR's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - April stock?

Of the 51 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.14M), Soltis Investment Advisors LLC ($795.06K), AE Wealth Management LLC ($405.69K), SageView Advisory Group LLC ($367.36K), KFG Wealth Management LLC ($240.04K), Hudson Capital Management LLC ($233.09K), and Envestnet Asset Management Inc. ($140.79K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - April?

Institutional investors have bought a total of 4,703,636 shares in the last 24 months. This purchase volume represents approximately $126.08M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - April major shareholders have been selling company stock?

Of the 40 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soltis Investment Advisors LLC ($777.72K), Brookstone Capital Management ($523.30K), Milestone Asset Management LLC ($466.93K), Osaic Holdings Inc. ($94.23K), Worth Financial Advisory Group LLC ($94K), Strategic Blueprint LLC ($93.80K), and Archer Investment Corp ($79.83K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - April?

Institutional investors have sold a total of 2,434,920 shares in the last 24 months. This volume of shares sold represents approximately $63.81M in transactions.


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This page (BATS:UAPR) was last updated on 12/20/2024 by MarketBeat.com Staff
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