Free Trial
→ Crypto Crash Ahead? (27 Experts Weigh In) (From Crypto 101 Media) (Ad) Free USEP Stock Alerts

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

$34.63
+0.05 (+0.14%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$56.11M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$50.88M
Get USEP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - September 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

USEP Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/28/2024 Reston Wealth Management LLC2,680$93K0.0%N/A0.145%
10/25/2024 Strategic Blueprint LLC29,539$1.03M0.1%-22.5%1.597%
10/25/2024 Worth 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%
10/24/2024 Sageworth Trust Co42,816$1.49M0.1%-26.7%2.314%
10/23/2024 Outlook Wealth Advisors LLC12,560$436K0.1%-12.4%0.679%
10/22/2024 DHJJ Financial Advisors Ltd.1,190$41K0.0%-55.8%0.064%
10/16/2024 Physician 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%
10/8/2024 C2P 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%
7/31/2024 Spire 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%
7/19/2024 KFG 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%
7/18/2024 Triad 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%
7/12/2024 DHJJ 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%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors46,957$1.55M0.2%-14.2%2.538%
4/30/2024Commonwealth Equity Services LLC44,643$1.47M0.0%-0.9%2.413%
4/24/2024 Spire Wealth Management17,784$586K0.0%-11.7%0.946%
4/22/2024 Outlook Wealth Advisors LLC39,967$1.32M0.4%-91.4%2.126%
4/19/2024 KFG 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%
625,000% Gain (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
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%
1/31/2024 KFG 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%
1/25/2024 Strategic Blueprint LLC38,194$1.20M0.1%-20.0%1.625%
1/19/2024 Worth 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%
11/14/2023 Milestone 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%
11/8/2023 Spire 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%
11/2/2023 C2P 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%
10/25/2023 CGC Financial Services LLC27,789$813K0.6%N/A1.183%
10/24/2023 Cambridge 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%
10/18/2023 Strategic Blueprint LLC47,758$1.40M0.1%-20.4%2.032%
10/17/2023 KFG Wealth Management LLC44,755$1.31M0.7%+127.7%1.904%
10/11/2023AE Wealth Management LLC7,485$219K0.0%-6.6%0.319%
10/10/2023 DHJJ 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%
10/5/2023 Foundations 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%
8/2/2023 Cornerstone Wealth Group LLC9,416$276K0.1%-33.3%0.401%
7/31/2023LPL Financial LLC22,556$661K0.0%-11.3%0.578%
7/26/2023 Sageworth Trust Co58,388$1.71M0.1%-89.5%1.497%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors104,790$3.07M0.4%-11.6%2.687%
7/13/2023 Miracle Mile Advisors LLC9,015$264K0.0%-14.3%0.231%
7/13/2023 Cambridge 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%
5/10/2023Nelson 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%
5/8/2023 Sageworth Trust Co558,500$15.36M1.1%-32.4%14.139%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors118,565$3.26M0.5%+89.7%3.002%
Sell NVDA Now? (Ad)

Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's what that means for your money. Billionaire Wall Street investors are quietly offloading millions of shares. What do they know that you don't? It's arguably the most popular stock in the world. Now, one 50-year Wall Street legend says its day in the sun could finally be coming to an end. Last year, he warned of two stocks that went on to crash 60%.

Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
5/1/2023Arete Wealth Advisors LLC50,813$1.40T0.1%N/A1.286%
5/1/2023 Money Concepts Capital Corp29,548$288K0.0%-24.4%0.748%
4/28/2023Avantax Advisory Services Inc.13,658$376K0.0%+2.9%0.346%
4/28/2023 Strategic Blueprint LLC85,555$2.35M0.2%-12.7%2.166%
4/26/2023Stone House Investment Management LLC920$25K0.0%N/A0.023%
4/20/2023 Miracle Mile Advisors LLC10,514$289K0.0%-98.2%0.266%
4/20/2023 Retirement Planning Group7,532$207K0.0%N/A0.191%
4/19/2023 Brookstone Capital Management46,599$1.29M0.0%-4.6%1.180%
4/18/2023 Donald L. Hagan LLC110,883$3.05M1.7%+3.5%2.807%
4/18/2023 Outlook Wealth Advisors LLC633,523$17.42M7.7%-9.2%16.039%
(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, 56 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 ($19.21M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.38M), Donald L. Hagan LLC ($3.05M), Archer Investment Corp ($3.02M), KFG Wealth Management LLC ($2.46M), Advisor Group Holdings Inc. ($2.23M), and Central Valley Advisors LLC ($2.08M).Learn more on USEP's institutional investors.

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

Of the 45 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 ($970.19K), SageView Advisory Group LLC ($888.31K), Miracle Mile Advisors LLC ($588.68K), AE Wealth Management LLC ($356.07K), Arete Wealth Advisors LLC ($101.63K), KFG Wealth Management LLC ($77.72K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.92K).

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

Institutional investors have bought a total of 3,493,029 shares in the last 24 months. This purchase volume represents approximately $104.44M 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 ($78.15K).

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

Institutional investors have sold a total of 3,862,209 shares in the last 24 months. This volume of shares sold represents approximately $116.39M in transactions.


Related Companies

This page (BATS:USEP) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
How Will You Survive A Post Election Retirement Heist?
The clock is ticking, and your life savings are in an extremely vulnerable position. We are a few days away...
American Hartford Gold Group | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored