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Innovator U.S. Equity Ultra Buffer ETF - September (USEP) Institutional Ownership

$35.70 +0.61 (+1.74%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - September (BATS:USEP)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$66.68M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$51.16M
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USEP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Central Valley Advisors LLC58,904$2.07M0.9%-1.6%3.184%
1/14/2025 Accurate Wealth Management LLC8,286$292K0.1%+5.6%0.448%
1/13/2025 Brookstone Capital Management868,157$30.56M0.4%+57.0%46.927%
11/18/2024Arete Wealth Advisors LLC39,575$1.37M0.1%-7.1%2.139%
11/15/2024Continuum Advisory LLC13,378$471K0.1%+5.9%0.723%
11/15/2024SageView Advisory Group LLC31,159$1.08M0.1%+317.1%1.684%
11/15/2024IHT Wealth Management LLC8,160$288K0.0%N/A0.441%
11/15/2024HighTower Advisors LLC25,999$903K0.0%N/A1.405%
11/13/2024Truvestments Capital LLC4,339$151K0.0%N/A0.235%
11/6/2024Archer Investment Corp10,308$358K0.1%-88.5%0.557%
11/5/2024Harbour Investments Inc.13,919$484K0.0%+113.5%0.752%
11/4/2024Sigma Planning Corp9,946$346K0.0%N/A0.538%
10/28/2024Reston Wealth Management LLC2,680$93K0.0%N/A0.145%
10/25/2024Strategic Blueprint LLC29,539$1.03M0.1%-22.5%1.597%
10/25/2024Worth Financial Advisory Group LLC6,910$240K0.1%N/A0.374%
10/24/2024 Wealth Enhancement Advisory Services LLC11,230$390K0.0%+19.1%0.607%
10/24/2024Sageworth Trust Co42,816$1.49M0.1%-26.7%2.314%
10/23/2024 Outlook Wealth Advisors LLC12,560$436K0.1%-12.4%0.679%
10/22/2024DHJJ Financial Advisors Ltd.1,190$41K0.0%-55.8%0.064%
10/16/2024Physician Wealth Advisors Inc.7,350$256K0.0%N/A0.397%
10/10/2024 Fiduciary Financial Group LLC24,257$841K0.2%+137.8%1.311%
10/9/2024 Fermata Advisors LLC9,249$321K0.1%+46.9%0.500%
10/8/2024 O Connor Financial Group LLC13,221$459K0.2%N/A0.715%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,206$3.38M0.3%+7.6%5.254%
10/8/2024 Brookstone Capital Management552,971$19.21M0.3%+1,390.5%29.890%
10/5/2024 Central Valley Advisors LLC59,888$2.08M1.2%+112.5%3.237%
8/2/2024Archer Investment Corp89,249$3.02M0.9%-9.3%4.824%
7/31/2024Spire Wealth Management15,262$516K0.0%-14.2%0.825%
7/31/2024Commonwealth Equity Services LLC46,079$1.56M0.0%+3.2%2.491%
7/26/2024WealthShield Partners LLC5,308$179K0.0%-6.6%0.287%
7/19/2024KFG Wealth Management LLC72,700$2.46M1.0%-5.0%3.930%
7/18/2024 Brookstone Capital Management37,099$1.26M0.0%-35.1%2.005%
7/18/2024 Outlook Wealth Advisors LLC14,339$484K0.1%-64.1%0.775%
7/18/2024Triad Wealth Partners LLC3,351$113K0.1%N/A0.181%
7/18/2024 Fiduciary Financial Group LLC10,200$346K0.1%N/A0.551%
7/16/2024 Wealth Enhancement Advisory Services LLC9,430$319K0.0%N/A0.510%
7/12/2024DHJJ Financial Advisors Ltd.2,690$91K0.0%-10.0%0.145%
6/28/2024 HFG Wealth Management LLC6,805$224K0.1%-6.9%0.368%
5/9/2024SageView Advisory Group LLC7,471$251K0.0%-98.3%0.404%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors46,957$1.55M0.2%-14.2%2.538%
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4/30/2024Commonwealth Equity Services LLC44,643$1.47M0.0%-0.9%2.413%
4/24/2024Spire Wealth Management17,784$586K0.0%-11.7%0.946%
4/22/2024 Outlook Wealth Advisors LLC39,967$1.32M0.4%-91.4%2.126%
4/19/2024KFG Wealth Management LLC76,507$2.52M1.0%+1.6%4.070%
4/15/2024 Brookstone Capital Management57,162$1.88M0.0%-87.9%3.041%
4/12/2024 Fermata Advisors LLC6,298$207K0.0%N/A0.268%
4/11/2024RFG Advisory LLC6,336$209K0.0%N/A0.270%
2/16/2024SageView Advisory Group LLC444,157$13.91M0.5%N/A18.900%
2/15/2024Garden State Investment Advisory Services LLC17,415$545K0.2%+9.4%0.741%
2/9/2024Atlantic Private Wealth LLC3,500$110K0.1%N/A0.149%
2/9/2024SageView Advisory Group LLC444,157$13.91M0.4%N/A18.900%
2/9/2024 Central Valley Advisors LLC28,186$883K0.5%N/A1.199%
2/7/2024Avantax Advisory Services Inc.14,212$445K0.0%-31.2%0.605%
2/7/2024Berger Financial Group Inc9,594$300K0.0%N/A0.408%
2/2/2024Truist Financial Corp42,875$1.34M0.0%+13.4%1.824%
2/1/2024Strata Wealth Advisors LLC6,414$201K0.1%N/A0.273%
1/31/2024KFG Wealth Management LLC75,299$2.36M1.1%+68.2%3.204%
1/31/2024Archer Investment Corp106,458$3.33M1.1%+1.5%4.530%
1/29/2024 Outlook Wealth Advisors LLC463,456$14.51M5.1%-14.0%19.722%
1/25/2024Strategic Blueprint LLC38,194$1.20M0.1%-20.0%1.625%
1/19/2024Worth Financial Advisory Group LLC6,400$200K0.2%N/A0.272%
1/16/2024Raymond James Financial Services Advisors Inc.8,855$277K0.0%N/A0.377%
1/11/2024 Brookstone Capital Management471,961$14.78M0.3%+6.2%20.083%
11/14/2023Milestone Asset Management LLC11,946$349K0.1%N/A0.508%
11/13/2023Garden State Investment Advisory Services LLC15,915$466K0.2%N/A0.677%
11/13/2023Kestra Advisory Services LLC12,970$380K0.0%-73.7%0.552%
11/8/2023Archer Investment Corp104,836$3.07M1.1%-6.4%4.461%
11/8/2023Spire Wealth Management20,149$590K0.0%+776.0%0.857%
11/8/2023Avantax Advisory Services Inc.20,656$605K0.0%+51.2%0.879%
11/7/2023 Fermata Advisors LLC15,848$464K0.1%N/A0.674%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors59,538$1.74M0.2%-43.2%2.534%
10/30/2023Arete Wealth Advisors LLC28,115$823K0.1%-41.1%1.196%
10/25/2023WealthShield Partners LLC5,715$167K0.0%N/A0.243%
10/25/2023CGC Financial Services LLC27,789$813K0.6%N/A1.183%
10/24/2023Cambridge Investment Research Advisors Inc.35,145$1.03M0.0%+19.7%1.496%
10/23/2023Commonwealth Equity Services LLC26,439$774K0.0%+5.1%1.125%
10/20/2023 Brookstone Capital Management444,485$13.02M0.3%+966.4%18.914%
10/18/2023Strategic Blueprint LLC47,758$1.40M0.1%-20.4%2.032%
10/17/2023KFG Wealth Management LLC44,755$1.31M0.7%+127.7%1.904%
10/11/2023AE Wealth Management LLC7,485$219K0.0%-6.6%0.319%
10/10/2023DHJJ Financial Advisors Ltd.3,190$93K0.0%N/A0.136%
10/10/2023 Outlook Wealth Advisors LLC539,209$15.78M6.0%-6.3%22.945%
10/5/2023Foundations Investment Advisors LLC8,087$237K0.0%N/A0.344%
8/10/2023Cetera Investment Advisers12,215$358K0.0%-53.3%0.520%
8/8/2023Archer Investment Corp111,962$3.28M1.2%-7.0%4.764%
8/4/2023Delta Investment Management LLC27,604$809K0.2%-3.7%1.175%
8/2/2023Cornerstone Wealth Group LLC9,416$276K0.1%-33.3%0.401%
7/31/2023LPL Financial LLC22,556$661K0.0%-11.3%0.578%
7/26/2023Sageworth Trust Co58,388$1.71M0.1%-89.5%1.497%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors104,790$3.07M0.4%-11.6%2.687%
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7/13/2023 Miracle Mile Advisors LLC9,015$264K0.0%-14.3%0.231%
7/13/2023Cambridge Investment Research Advisors Inc.29,360$860K0.0%-2.5%0.753%
7/11/2023 Brookstone Capital Management41,679$1.21M0.0%-10.6%1.069%
7/10/2023AE Wealth Management LLC8,013$235K0.0%-98.6%0.205%
7/10/2023 Outlook Wealth Advisors LLC575,194$16.86M6.4%-9.2%14.749%
7/6/2023 FC Advisory LLC6,882$202K0.1%N/A0.176%
5/22/2023Arete Wealth Advisors LLC50,813$1.40M0.1%N/A1.286%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,000$55K0.0%N/A0.051%
5/10/2023WealthPLAN Partners LLC3,575$98K0.0%N/A0.091%
5/9/2023Archer Investment Corp120,395$3.31M1.2%-16.3%3.048%
(Data available from 1/1/2016 forward)

USEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USEP shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - September. The most heavily invested institutionals were Brookstone Capital Management ($30.56M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.38M), Donald L. Hagan LLC ($3.05M), KFG Wealth Management LLC ($2.76M), Advisor Group Holdings Inc. ($2.23M), Central Valley Advisors LLC ($2.07M), and Commonwealth Equity Services LLC ($1.56M).Learn more on USEP's institutional investors.

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

Of the 51 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.26M), SageView Advisory Group LLC ($912.00K), AE Wealth Management LLC ($356.07K), Arete Wealth Advisors LLC ($101.63K), KFG Wealth Management LLC ($65.94K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.92K), and Central Valley Advisors LLC ($59.89K).

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

Institutional investors have bought a total of 3,264,439 shares in the last 24 months. This purchase volume represents approximately $101.96M in transactions.

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

Of the 30 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sageworth Trust Co ($783.17K), Outlook Wealth Advisors LLC ($685.23K), Miracle Mile Advisors LLC ($579.66K), AE Wealth Management LLC ($549.38K), Brookstone Capital Management ($442.01K), SageView Advisory Group LLC ($436.69K), and Archer Investment Corp ($157.09K).

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

Institutional investors have sold a total of 3,924,738 shares in the last 24 months. This volume of shares sold represents approximately $118.74M in transactions.


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This page (BATS:USEP) was last updated on 1/22/2025 by MarketBeat.com Staff
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