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

$32.65
+0.04 (+0.12%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - February (BATS:UFEB)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$68.15M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$63.03M
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UFEB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2024 Chris Bulman Inc6,771$220K0.1%-44.8%0.222%
10/18/2024Stratos 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%
9/5/2024Sanctuary Advisors LLC6,770$207K0.0%N/A0.222%
8/6/2024 Chris Bulman Inc12,261$388K0.3%N/A0.402%
8/2/2024Archer Investment Corp24,677$781K0.2%-3.9%0.809%
7/31/2024Commonwealth Equity Services LLC76,479$2.42M0.0%-1.5%2.508%
7/29/2024Nations 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%
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%
7/15/2024RFG Advisory LLC11,331$359K0.0%+5.3%0.372%
5/24/2024Cetera Advisors LLC25,116$773K0.0%+64.1%0.823%
5/9/2024SageView 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%
4/29/2024Commonwealth 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%
4/23/2024Nations 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%
4/11/2024RFG Advisory LLC10,760$331K0.0%N/A0.448%
3/6/2024SageView 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%
2/2/2024Truist 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%
1/31/2024Archer Investment Corp2,310$68K0.0%-75.3%0.096%
1/26/2024Soltis Investment Advisors LLC212,632$6.26M0.7%N/A8.860%
1/24/2024Stratos 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%
11/8/2023HighTower Advisors LLC11,328$311K0.0%-58.5%0.472%
11/8/2023Archer Investment Corp9,337$257K0.1%-23.1%0.389%
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11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors55,893$1.54M0.2%-44.9%2.329%
10/24/2023Stratos 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%
10/23/2023Commonwealth 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%
8/10/2023Commonwealth Equity Services LLC51,255$1.43M0.0%-8.0%2.136%
8/8/2023Archer Investment Corp12,148$338K0.1%-20.8%0.506%
8/4/2023Delta Investment Management LLC217,999$6.07M1.7%-1.3%9.083%
7/24/2023Accurate 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%
7/18/2023Stratos 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%
5/22/2023Arete Wealth Advisors LLC18,159$482K0.0%N/A0.534%
5/12/2023 Castle Rock Wealth Management LLC14,027$374K0.1%-2.8%0.413%
5/9/2023Archer Investment Corp15,332$407K0.2%+33.6%0.451%
5/9/2023 Great Lakes Retirement Inc.17,793$472K0.1%N/A0.523%
5/9/2023 Milestone Asset Management LLC7,655$203K0.1%N/A0.225%
5/8/2023Delta 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%
5/5/2023Truist Financial Corp124,554$3.31M0.0%N/A3.663%
5/3/2023Kistler Tiffany Companies LLC2,970$79K0.0%N/A0.087%
5/2/2023SageView Advisory Group LLC25,700$682K0.0%-26.7%0.756%
5/1/2023Arete Wealth Advisors LLC18,159$481.94B0.0%N/A0.534%
4/27/2023Stratos 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%
4/26/2023Stone House Investment Management LLC1,900$50K0.0%-84.2%0.056%
4/19/2023 Brookstone Capital Management453,188$12.11M0.2%+17.1%13.329%
4/14/2023AE Wealth Management LLC220,126$5.84M0.0%+3.5%9.249%
4/14/2023 KFG Wealth Management LLC49,022$1.31M0.9%+53.1%2.060%
2/10/2023CoreCap Advisors LLC4,111$108K0.0%N/A0.000%
2/9/2023Soltis Investment Advisors LLC292,613$7.70M1.0%N/A0.000%
2/9/2023HighTower Advisors LLC52,840$1.39M0.0%+1.8%0.000%
2/8/2023Sound View Wealth Advisors Group LLC50,100$1.32M0.3%N/A0.000%
2/7/2023Commonwealth Equity Services LLC55,285$1.46M0.0%-5.8%0.000%
2/7/2023 B.O.S.S. Retirement Advisors LLC12,374$326K0.1%N/A0.000%
1/31/2023AE Wealth Management LLC212,681$5.60M0.0%-2.9%0.000%
1/27/2023 IFS Advisors LLC1,130$30K0.1%N/A0.000%
1/20/2023Stone House Investment Management LLC12,008$316K0.1%-11.2%0.000%
1/19/2023Stratos Wealth Advisors LLC168,466$4.44M0.4%+1.7%0.000%
1/18/2023 KFG Wealth Management LLC32,010$843K0.9%N/A0.000%
1/9/2023 Brookstone Capital Management387,035$10.19M0.2%+6.4%0.000%
(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, 42 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 ($3.61M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.34M), Allworth Financial LP ($2.69M), and Commonwealth Equity Services LLC ($2.42M).Learn more on UFEB's institutional investors.

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

Of the 39 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 ($1.38M), Brookstone Capital Management ($646.36K), Soltis Investment Advisors LLC ($505.25K), Delta Investment Management LLC ($220.79K), Truist Financial Corp ($124.55K), Allworth Financial LP ($96.59K), and Stratos Wealth Advisors LLC ($87.58K).

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

Institutional investors have bought a total of 3,538,830 shares in the last 24 months. This purchase volume represents approximately $101.72M in transactions.

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

Of the 19 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 ($1.37M), Brookstone Capital Management ($952.50K), Stratos Wealth Advisors LLC ($77.27K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($65.99K), KFG Wealth Management LLC ($18.57K), HighTower Advisors LLC ($15.98K), and Archer Investment Corp ($14.02K).

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

Institutional investors have sold a total of 2,574,323 shares in the last 24 months. This volume of shares sold represents approximately $77.80M in transactions.


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This page (BATS:UFEB) was last updated on 11/2/2024 by MarketBeat.com Staff
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