Free Trial

Innovator U.S. Equity Ultra Buffer ETF - February (UFEB) Institutional Ownership

$33.49 -0.12 (-0.35%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - February (BATS:UFEB)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$70.25M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$65.65M
Get UFEB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - February stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UFEB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Wolverine Trading LLC6,051$201K0.0%N/A0.198%
2/17/2025 Cetera Investment Advisers27,763$924K0.0%-2.6%0.910%
2/17/2025 Citadel Advisors LLC26,938$896K0.0%+41.1%0.883%
2/14/2025 Jane Street Group LLC13,248$441K0.0%-48.4%0.434%
2/13/2025 NewEdge Advisors LLC16,508$549K0.0%-18.4%0.541%
2/13/2025 SageView Advisory Group LLC43,261$1.44M0.1%+65.9%1.418%
2/13/2025 Townsquare Capital LLC7,375$245K0.0%-24.6%0.242%
2/13/2025 Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
2/12/2025 Arete Wealth Advisors LLC11,154$371K0.0%-10.7%0.366%
2/12/2025 OLD Mission Capital LLC19,008$632K0.0%+16.9%0.623%
2/10/2025 IMG Wealth Management Inc.12,172$405K0.4%N/A0.399%
2/10/2025 Commonwealth Equity Services LLC68,816$2.29M0.0%-8.3%2.256%
2/7/2025 HighTower Advisors LLC6,768$225K0.0%-70.4%0.222%
2/6/2025 Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors116,141$3.86M0.1%+13.3%3.808%
1/31/2025 Truist Financial Corp119,141$3.96M0.0%-2.0%3.906%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors273,682$9.11M0.4%+167.0%8.973%
1/27/2025 Stratos Wealth Advisors LLC22,444$747K0.0%-3.7%0.736%
1/24/2025 Vantage Point Financial LLC7,362$245K0.1%N/A0.241%
1/21/2025 KFG Wealth Management LLC17,154$571K0.1%-48.5%0.562%
1/21/2025 RFG Advisory LLC6,104$203K0.0%-42.7%0.200%
1/15/2025 Central Valley Advisors LLC9,994$333K0.2%-9.1%0.328%
1/13/2025 Brookstone Capital Management50,058$1.67M0.0%-12.7%1.641%
11/18/2024 Arete Wealth Advisors LLC12,493$406K0.0%-19.6%0.410%
11/15/2024 Jane Street Group LLC25,695$836K0.0%-45.3%0.842%
11/15/2024 SageView Advisory Group LLC26,076$849K0.0%-55.6%0.855%
11/15/2024 HighTower Advisors LLC22,863$744K0.0%-5.1%0.750%
11/13/2024 Townsquare Capital LLC9,781$318K0.0%-11.4%0.321%
11/6/2024 Archer Investment Corp781$25K0.0%-96.8%0.026%
10/22/2024 Chris Bulman Inc6,771$220K0.1%-44.8%0.222%
10/18/2024 Stratos Wealth Advisors LLC23,317$759K0.0%-76.1%0.764%
10/11/2024 Creative Planning6,264$204K0.0%N/A0.205%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors102,488$3.34M0.3%+7.6%3.360%
10/8/2024 Brookstone Capital Management57,313$1.87M0.0%+2.8%1.879%
9/5/2024 Sanctuary Advisors LLC6,770$207K0.0%N/A0.222%
8/6/2024 Chris Bulman Inc12,261$388K0.3%N/A0.402%
8/2/2024 Archer Investment Corp24,677$781K0.2%-3.9%0.809%
7/31/2024 Commonwealth Equity Services LLC76,479$2.42M0.0%-1.5%2.508%
7/29/2024 Nations Financial Group Inc. IA ADV16,214$513K0.0%-19.2%0.532%
7/19/2024 KFG Wealth Management LLC40,117$1.27M0.5%-2.5%1.315%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
7/18/2024 Brookstone Capital Management55,727$1.78M0.0%-89.7%1.827%
7/18/2024 Triad Wealth Partners LLC1,763$56K0.0%N/A0.058%
7/18/2024 Fiduciary Financial Group LLC23,800$763K0.2%N/A0.780%
7/15/2024 RFG Advisory LLC11,331$359K0.0%+5.3%0.372%
5/24/2024Cetera Advisors LLC25,116$773K0.0%+64.1%0.823%
5/9/2024 SageView Advisory Group LLC16,935$553K0.0%-98.8%0.555%
5/7/2024 PFG Advisors10,466$322K0.0%N/A0.343%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors43,806$1.35M0.2%-13.8%1.436%
4/29/2024 Commonwealth Equity Services LLC77,640$2.39M0.0%+55.9%2.546%
4/24/2024 Spire Wealth Management19,627$605K0.0%+3,501.3%0.644%
4/23/2024 Nations Financial Group Inc. IA ADV20,069$618K0.1%N/A0.658%
4/23/2024 OxenFree Capital LLC6,592$203K0.2%N/A0.216%
4/19/2024 KFG Wealth Management LLC41,152$1.27M0.5%+20.3%1.349%
4/16/2024 Wealth Enhancement Advisory Services LLC23,940$737K0.0%+9.7%0.785%
4/15/2024 Brookstone Capital Management539,511$16.61M0.3%+1,068.9%17.689%
4/12/2024 Fermata Advisors LLC10,819$333K0.1%N/A0.451%
4/12/2024 Central Valley Advisors LLC11,000$339K0.2%N/A0.458%
4/11/2024 RFG Advisory LLC10,760$331K0.0%N/A0.448%
3/6/2024 SageView Advisory Group LLC1,378,176$40.60M1.4%N/A57.424%
2/23/2024 Chicago Partners Investment Group LLC7,432$220K0.0%-43.2%0.310%
2/8/2024 Foundations Investment Advisors LLC7,129$213K0.0%-13.6%0.297%
2/2/2024 Truist Financial Corp122,503$3.61M0.0%-0.6%5.104%
1/31/2024 KFG Wealth Management LLC34,213$1.01M0.5%-33.9%1.426%
1/31/2024 Archer Investment Corp2,310$68K0.0%-75.3%0.096%
1/26/2024 Soltis Investment Advisors LLC212,632$6.26M0.7%N/A8.860%
1/24/2024 Stratos Wealth Advisors LLC250,013$7.37M0.4%-0.3%10.417%
1/23/2024 Milestone Asset Management LLC7,167$211K0.1%-13.1%0.299%
11/8/2023 HighTower Advisors LLC11,328$311K0.0%-58.5%0.472%
11/8/2023 Archer Investment Corp9,337$257K0.1%-23.1%0.389%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors55,893$1.54M0.2%-44.9%2.329%
10/24/2023 Stratos Wealth Advisors LLC250,738$6.90M0.5%+5.6%10.447%
10/24/2023 Cambridge Investment Research Advisors Inc.18,429$507K0.0%-25.9%0.768%
10/23/2023 Commonwealth Equity Services LLC49,130$1.35M0.0%-4.1%2.047%
10/20/2023 Brookstone Capital Management46,377$1.28M0.0%-91.0%1.932%
10/10/2023 DHJJ Financial Advisors Ltd.2,550$70K0.0%N/A0.106%
10/5/2023 Foundations Investment Advisors LLC8,249$227K0.0%N/A0.344%
8/10/2023 Commonwealth Equity Services LLC51,255$1.43M0.0%-8.0%2.136%
8/8/2023 Archer Investment Corp12,148$338K0.1%-20.8%0.506%
8/4/2023 Delta Investment Management LLC217,999$6.07M1.7%-1.3%9.083%
7/24/2023 Accurate Wealth Management LLC8,518$239K0.1%N/A0.251%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors101,402$2.82M0.4%-11.7%2.982%
7/18/2023 Allworth Financial LP96,587$2.69M0.0%N/A2.841%
7/18/2023 Stratos Wealth Advisors LLC237,413$6.61M0.5%-1.0%6.983%
7/18/2023 KFG Wealth Management LLC51,467$1.43M0.8%+5.0%1.514%
7/13/2023 Cambridge Investment Research Advisors Inc.24,878$692K0.0%-10.0%0.732%
7/11/2023 Brookstone Capital Management515,092$14.27M0.3%+13.7%15.150%
5/22/2023 Arete Wealth Advisors LLC18,159$482K0.0%N/A0.534%
5/12/2023Castle Rock Wealth Management LLC14,027$374K0.1%-2.8%0.413%
5/9/2023 Archer Investment Corp15,332$407K0.2%+33.6%0.451%
5/9/2023 Great Lakes Retirement Inc.17,793$472K0.1%N/A0.523%
Nvidia’s Next Big Move Comes on Feb. 26 (Ad)

Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of companies partnering with Nvidia on its latest AI Superproject … Companies we refer to as Nvidia's "Silent Partners" … And they could benefit greatly as well on Feb. 26.

Click here to find out who they are.
5/9/2023 Milestone Asset Management LLC7,655$203K0.1%N/A0.225%
5/8/2023 Delta Investment Management LLC220,790$5.86M1.7%N/A6.494%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors114,858$3.05M0.5%+97.8%3.378%
5/5/2023 Truist Financial Corp124,554$3.31M0.0%N/A3.663%
5/3/2023Kistler Tiffany Companies LLC2,970$79K0.0%N/A0.087%
5/2/2023 SageView Advisory Group LLC25,700$682K0.0%-26.7%0.756%
5/1/2023 Arete Wealth Advisors LLC18,159$481.94B0.0%N/A0.534%
4/27/2023 Stratos Wealth Advisors LLC239,888$6.37M0.5%+42.4%7.056%
4/26/2023 Chicago Partners Investment Group LLC13,081$349K0.0%N/A0.385%
4/26/2023 Stone House Investment Management LLC1,900$50K0.0%-84.2%0.056%
(Data available from 1/1/2016 forward)

UFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UFEB shares?

During the previous two years, 48 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - February. The most heavily invested institutionals were Soltis Investment Advisors LLC ($6.26M), Delta Investment Management LLC ($6.07M), AE Wealth Management LLC ($5.84M), Truist Financial Corp ($3.96M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.86M), Allworth Financial LP ($2.69M), and Commonwealth Equity Services LLC ($2.29M).Learn more on UFEB's institutional investors.

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

Of the 40 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($1.40M), Brookstone Capital Management ($623K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($248.91K), Delta Investment Management LLC ($220.79K), Soltis Investment Advisors LLC ($212.63K), Truist Financial Corp ($124.55K), and Allworth Financial LP ($96.59K).

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

Institutional investors have bought a total of 3,370,600 shares in the last 24 months. This purchase volume represents approximately $99.03M in transactions.

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

Of the 25 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SageView Advisory Group LLC ($1.40M), Brookstone Capital Management ($959.75K), Stratos Wealth Advisors LLC ($78.14K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($65.99K), Archer Investment Corp ($37.92K), KFG Wealth Management LLC ($34.74K), and Jane Street Group LLC ($33.69K).

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

Institutional investors have sold a total of 2,721,731 shares in the last 24 months. This volume of shares sold represents approximately $82.72M in transactions.



This page (BATS:UFEB) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners