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

$31.29 +0.52 (+1.70%)
As of 01/17/2025 03:28 PM Eastern
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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)
34
Total
Institutional Inflows
(last 12 months)
$64.36M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$29.53M
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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
1/17/2025 Seros Financial LLC9,641$280K0.3%N/A0.191%
1/15/2025 Central Valley Advisors LLC22,849$705K0.3%-4.5%0.452%
1/14/2025 Accurate Wealth Management LLC7,525$231K0.0%-39.4%0.149%
1/13/2025 Brookstone Capital Management72,040$2.22M0.0%-89.5%1.427%
1/7/2025 FC Advisory LLC6,575$203K0.1%N/A0.130%
12/26/2024JPMorgan Chase & Co.4,741$143K0.0%+619.4%0.094%
11/25/2024World Investment Advisors LLC70,325$2.12M0.1%-1.1%1.393%
11/18/2024Arete Wealth Advisors LLC13,746$415K0.0%-17.2%0.272%
11/15/2024Jane Street Group LLC12,930$390K0.0%-54.5%0.256%
11/14/2024Tradition Wealth Management LLC295,547$8.93M0.8%-0.8%5.852%
11/6/2024Archer Investment Corp6,869$207K0.1%-87.1%0.136%
10/25/2024Strategic Blueprint LLC60,266$1.82M0.1%-24.3%1.193%
10/25/2024Worth 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%
10/22/2024Chris Bulman Inc7,189$217K0.1%-44.9%0.142%
10/21/2024Castleview Partners LLC1,265$38K0.0%-43.7%0.025%
10/8/2024CWM LLC34,405$1.04M0.0%+755.0%0.681%
10/8/2024C2P 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%
9/23/2024Centaurus Financial Inc.19,115$555K0.0%-33.6%0.379%
8/28/2024Souders Financial Advisors12,846$373K0.1%+38.9%0.254%
8/27/2024Dana Investment Advisors Inc.21,865$635K0.0%N/A0.433%
8/21/2024Truist Financial Corp97,896$2.84M0.0%+74.0%1.939%
8/13/2024AE Wealth Management LLC315,987$9.18M0.1%+1,939.2%6.257%
8/8/2024Envestnet Asset Management Inc.154,696$4.49M0.0%+1,012.2%3.063%
8/7/2024MGO One Seven LLC149,977$4.36M0.2%+50.0%2.970%
8/7/2024Bright Futures Wealth Management LLC.19,107$550K0.3%-5.4%0.378%
8/7/2024Ashton Thomas Private Wealth LLC914$27K0.0%N/A0.018%
8/6/2024Chris Bulman Inc13,054$379K0.3%N/A0.258%
8/2/2024Archer Investment Corp53,238$1.55M0.5%+80.5%1.054%
7/31/2024Spire 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%
7/27/2024Strategic Blueprint LLC79,657$2.31M0.2%+43.1%1.577%
7/26/2024WealthShield Partners LLC9,631$280K0.0%+4,715.5%0.191%
7/26/2024Worth Financial Advisory Group LLC24,582$714K0.5%+156.1%0.487%
7/26/2024Cambridge 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%
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7/20/2024Milestone Asset Management LLC15,269$443K0.1%-7.5%0.302%
7/19/2024KFG 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%
7/18/2024Triad 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%
7/12/2024 Central Valley Advisors LLC27,482$798K0.4%N/A0.544%
7/12/2024DHJJ Financial Advisors Ltd.1,808$53K0.0%-35.6%0.036%
7/10/2024CWM LLC4,024$117K0.0%+55.5%0.080%
6/28/2024Bright Futures Wealth Management LLC.20,196$587K0.3%N/A0.400%
5/29/2024Soltis Investment Advisors LLC17,336$488K0.1%-16.3%0.343%
5/24/2024Cetera Advisors LLC15,850$446K0.0%-56.6%0.314%
5/9/2024Delta Investment Management LLC32,486$915K0.2%+53.4%0.643%
5/9/2024Souders Financial Advisors9,251$261K0.0%N/A0.183%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors129,729$3.65M0.4%-5.9%2.569%
5/1/2024Worth 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%
4/23/2024Milestone Asset Management LLC16,502$465K0.1%-30.0%0.377%
4/23/2024Strategic Blueprint LLC55,680$1.57M0.1%-5.6%1.271%
4/23/2024 Accurate Wealth Management LLC10,689$292K0.1%N/A0.244%
4/22/2024 Outlook Wealth Advisors LLC8,990$253K0.1%-11.8%0.205%
4/19/2024KFG 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%
4/11/2024DHJJ Financial Advisors Ltd.2,808$79K0.0%-51.8%0.055%
4/11/2024RFG Advisory LLC8,151$230K0.0%N/A0.159%
3/6/2024SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/26/2024Centaurus Financial Inc.31,571$866K0.1%-4.0%0.615%
2/16/2024SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/9/2024Advisory Services Network LLC14,979$411K0.0%-14.8%0.292%
2/9/2024SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/9/2024Cambridge Investment Research Advisors Inc.47,772$1.31M0.0%-13.6%0.931%
2/8/2024Foundations Investment Advisors LLC23,237$645K0.0%-13.0%0.453%
2/7/2024Avantax Advisory Services Inc.11,425$314K0.0%-59.1%0.223%
2/7/2024Principal Securities Inc.2,899$80K0.0%N/A0.057%
2/5/2024McAdam LLC11,112$305K0.0%-16.9%0.217%
2/2/2024Delta Investment Management LLC21,178$581K0.1%+52.1%0.413%
2/2/2024Truist Financial Corp53,253$1.46M0.0%-3.2%1.038%
1/31/2024KFG Wealth Management LLC81,866$2.25M1.0%-6.4%1.596%
1/31/2024Archer Investment Corp28,938$794K0.3%-46.9%0.564%
1/30/2024DHJJ Financial Advisors Ltd.5,820$160K0.1%-8.1%0.113%
1/26/2024Soltis Investment Advisors LLC20,712$568K0.1%-13.2%0.404%
1/25/2024Strategic Blueprint LLC59,001$1.62M0.1%-23.9%1.150%
1/24/2024Comprehensive Financial Consultants Institutional Inc.83,565$2.29M1.1%-2.2%1.629%
1/23/2024Milestone 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%
1/11/2024 BCS Wealth Management18,875$518K0.2%-2.0%0.368%
12/6/2023VisionPoint Advisory Group LLC2,247$58K0.0%N/A0.044%
11/14/2023Milestone Asset Management LLC27,041$697K0.2%-94.4%0.527%
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11/13/2023Kestra Advisory Services LLC10,493$270K0.0%-7.0%0.205%
11/8/2023HighTower Advisors LLC11,716$302K0.0%-27.5%0.228%
11/8/2023Soltis Investment Advisors LLC23,863$615K0.1%-94.3%0.465%
11/8/2023Archer Investment Corp54,542$1.41M0.5%-7.7%1.063%
11/8/2023Avantax Advisory Services Inc.27,900$719K0.0%-11.0%0.544%
11/7/2023Kingsview Wealth Management LLC42,322$1.09M0.0%-2.3%0.825%
11/3/2023MGO One Seven LLC20,372$525K0.0%N/A0.397%
11/3/2023SageView Advisory Group LLC10,853$280K0.0%-44.9%0.212%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors123,700$3.19M0.4%+9.8%2.411%
10/24/2023Cambridge Investment Research Advisors Inc.55,304$1.43M0.0%-1.1%1.078%
(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, 68 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - April. The most heavily invested institutionals were 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), Hudson Capital Management LLC ($6.08M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.70M).Learn more on UAPR's institutional investors.

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

Of the 54 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), Hudson Capital Management LLC ($233.09K), KFG Wealth Management LLC ($176.71K), 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 4,660,601 shares in the last 24 months. This purchase volume represents approximately $125.13M 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: Brookstone Capital Management ($1.13M), Soltis Investment Advisors LLC ($777.72K), 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 3,041,849 shares in the last 24 months. This volume of shares sold represents approximately $82.67M in transactions.


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This page (BATS:UAPR) was last updated on 1/21/2025 by MarketBeat.com Staff
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