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Innovator U.S. Equity Ultra Buffer ETF - November (UNOV) Institutional Ownership

Innovator U.S. Equity Ultra Buffer ETF - November logo
$34.13
+0.07 (+0.21%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$32.62M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.81M
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UNOV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2024 CRA Financial Services LLC6,375$216K0.0%-15.3%0.386%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors98,841$3.35M0.3%+7.9%5.990%
10/8/2024 Brookstone Capital Management78,165$2.65M0.0%-1.5%4.737%
10/5/2024 Central Valley Advisors LLC15,561$527K0.3%-25.5%0.943%
8/13/2024AE Wealth Management LLC21,528$717K0.0%-8.1%1.305%
8/2/2024Archer Investment Corp10,290$343K0.1%-7.5%0.624%
7/31/2024 Spire Wealth Management21,217$707K0.0%-14.0%1.286%
7/18/2024 Brookstone Capital Management79,373$2.66M0.0%-6.5%4.810%
7/18/2024 Triad Wealth Partners LLC2,234$74K0.0%N/A0.135%
5/24/2024Cetera Advisors LLC11,231$367K0.0%N/A0.681%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors43,466$1.42M0.2%-12.5%2.634%
4/29/2024Commonwealth Equity Services LLC65,292$2.14M0.0%-1.3%3.957%
4/24/2024 Spire Wealth Management24,657$806K0.0%-10.1%1.494%
4/17/2024 CRA Financial Services LLC7,525$246K0.1%-30.0%0.456%
4/15/2024 Brookstone Capital Management84,906$2.78M0.0%+0.6%5.146%
4/11/2024RFG Advisory LLC6,987$228K0.0%N/A0.518%
2/16/2024SageView Advisory Group LLC434,424$13.74M0.5%N/A32.180%
2/9/2024SageView Advisory Group LLC434,424$13.74M0.4%N/A32.180%
2/9/2024 Central Valley Advisors LLC20,927$662K0.4%N/A1.550%
2/6/2024 Spire Wealth Management27,430$875K0.0%N/A2.032%
2/1/2024 CRA Financial Services LLC10,750$340K0.1%-23.6%0.796%
1/31/2024 KFG Wealth Management LLC34,567$1.09M0.5%-23.9%2.561%
1/31/2024Archer Investment Corp11,627$368K0.1%-46.9%0.861%
1/17/2024 Atticus Wealth Management LLC21,778$689K0.2%-47.8%1.613%
1/16/2024Raymond James Financial Services Advisors Inc.24,987$791K0.0%+102.0%1.851%
1/11/2024 Brookstone Capital Management84,375$2.67M0.1%+564.4%6.250%
11/8/2023Archer Investment Corp21,879$663K0.2%-4.9%1.621%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors51,818$1.57M0.2%-45.2%3.838%
10/24/2023Raymond James Financial Services Advisors Inc.12,367$375K0.0%-13.9%0.916%
10/24/2023 Cambridge Investment Research Advisors Inc.16,449$499K0.0%-3.2%1.218%
10/17/2023 KFG Wealth Management LLC45,446$1.38M0.7%-3.2%3.366%
10/13/2023 CRA Financial Services LLC14,075$427K0.1%-12.4%1.043%
10/10/2023 DHJJ Financial Advisors Ltd.1,708$52K0.0%N/A0.127%
8/10/2023Osaic Holdings Inc.95,680$2.94M0.0%-51.0%7.087%
8/10/2023Cetera Investment Advisers11,870$365K0.0%-53.2%0.879%
8/8/2023Archer Investment Corp23,014$708K0.3%-20.1%1.705%
8/1/2023Truist Financial Corp45,418$1.40M0.0%-1.7%3.364%
7/25/2023Raymond James Financial Services Advisors Inc.14,367$442K0.0%-2.4%0.830%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors94,546$2.91M0.4%-12.2%5.465%
7/18/2023 KFG Wealth Management LLC46,967$1.45M0.8%-0.9%2.715%
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7/11/2023 CRA Financial Services LLC16,075$494K0.1%-15.3%0.929%
7/11/2023 Brookstone Capital Management41,662$1.28M0.0%+4.2%2.408%
5/12/2023 Castle Rock Wealth Management LLC29,082$849K0.3%-2.7%1.643%
5/9/2023Archer Investment Corp28,810$834K0.3%-10.0%1.628%
5/9/2023 Spire Wealth Management9,110$264K0.0%-56.7%0.515%
5/8/2023WealthShield Partners LLC2,400$70K0.0%N/A0.136%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors107,704$3.12M0.5%+98.1%6.085%
5/5/2023Truist Financial Corp46,210$1.34M0.0%-13.7%2.611%
4/28/2023 Ameritas Advisory Services LLC1,100$32K0.0%N/A0.062%
4/19/2023 Brookstone Capital Management39,965$1.17M0.0%-10.4%2.258%
4/14/2023Raymond James Financial Services Advisors Inc.14,717$426K0.0%-11.5%0.601%
4/14/2023 KFG Wealth Management LLC47,404$1.38M1.0%-11.0%1.935%
2/13/2023Betterment LLC9,132$253K0.0%N/A0.000%
2/10/2023CoreCap Advisors LLC2,562$71K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.194,522$5.39M0.0%+44.0%0.000%
2/10/2023Vise Technologies Inc.11,730$325K0.1%N/A0.000%
2/9/2023Soltis Investment Advisors LLC8,353$231K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.16,632$461K0.0%+15.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.16,991$471K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC51,587$1.43M0.0%-1.0%0.000%
2/7/2023Envestnet Asset Management Inc.13,180$365K0.0%N/A0.000%
2/3/2023Archer Investment Corp32,024$887K0.3%+4.3%0.000%
2/3/2023 Spire Wealth Management21,016$582K0.0%-50.0%0.000%
1/31/2023Atria Investments Inc263,789$7.31M0.1%-21.4%0.000%
1/31/2023 Atticus Wealth Management LLC41,726$1.16M0.5%N/A0.000%
1/31/2023 Castle Rock Wealth Management LLC29,902$857K0.4%-5.8%0.000%
1/26/2023 Strategic Blueprint LLC9,987$277K0.0%-67.9%0.000%
1/25/2023 Sageworth Trust Co217,207$6.02M0.5%N/A0.000%
1/24/2023 CRA Financial Services LLC18,975$526K0.2%-2.6%0.000%
1/18/2023 KFG Wealth Management LLC53,239$1.48M1.5%N/A0.000%
1/9/2023 Brookstone Capital Management44,628$1.25M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

UNOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNOV shares?

During the previous two years, 32 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - November. The most heavily invested institutionals were SageView Advisory Group LLC ($13.74M), Atria Investments Inc ($7.31M), Sageworth Trust Co ($6.02M), Advisor Group Holdings Inc. ($5.39M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.35M), Osaic Holdings Inc. ($2.94M), and Brookstone Capital Management ($2.65M).Learn more on UNOV's institutional investors.

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

Of the 23 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - November stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($868.85K), Sageworth Trust Co ($217.21K), Brookstone Capital Management ($118.53K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($60.62K), Advisor Group Holdings Inc. ($59.44K), KFG Wealth Management LLC ($53.24K), and Atticus Wealth Management LLC ($41.73K).

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

Institutional investors have bought a total of 1,571,727 shares in the last 24 months. This purchase volume represents approximately $47.72M in transactions.

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

Of the 18 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - November stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($99.59K), Atria Investments Inc ($71.75K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.07K), Spire Wealth Management ($39.11K), Archer Investment Corp ($21.23K), Strategic Blueprint LLC ($21.15K), and Atticus Wealth Management LLC ($19.95K).

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

Institutional investors have sold a total of 415,684 shares in the last 24 months. This volume of shares sold represents approximately $12.46M in transactions.



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