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

$33.78 -2.04 (-5.69%)
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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)
36
Total
Institutional Inflows
(last 12 months)
$62.27M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$53.10M
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USEP Institutional Buying and Selling by Quarter

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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
3/17/2025Wealth Enhancement Advisory Services LLC10,930$385K0.0%-2.7%0.285%
3/6/2025Wood Tarver Financial Group LLC14,077$495K0.2%N/A0.366%
2/18/2025Continuum Advisory LLC12,160$428K0.1%-9.1%0.657%
2/17/2025Cetera Investment Advisers32,503$1.14M0.0%+1.5%1.757%
2/17/2025Citadel Advisors LLC5,943$209K0.0%-48.0%0.321%
2/14/2025Jane Street Group LLC11,563$407K0.0%N/A0.625%
2/14/2025Berger Financial Group Inc33,110$1.17M0.1%-9.2%1.790%
2/13/2025Garden State Investment Advisory Services LLC14,415$507K0.2%-17.2%0.779%
2/13/2025SageView Advisory Group LLC60,237$2.12M0.1%+93.3%3.256%
2/13/2025Raymond James Financial Inc.12,964$456K0.0%N/A0.701%
2/13/2025Advisory Services Network LLC37,331$1.31M0.0%N/A2.018%
2/13/2025Envestnet Asset Management Inc.132,979$4.68M0.0%+1.7%7.188%
2/12/2025Arete Wealth Advisors LLC38,920$1.37M0.1%-1.7%2.104%
2/12/2025OLD Mission Capital LLC18,376$647K0.0%N/A0.993%
2/12/2025Riverchase Wealth Management LLC9,144$322K0.2%N/A0.494%
2/12/2025PKS Advisory Services LLC13,880$489K0.1%N/A0.750%
2/11/2025WorthPointe LLC10,226$360K0.1%N/A0.553%
2/10/2025Harbour Investments Inc.14,595$514K0.0%+4.9%0.789%
2/10/2025Commonwealth Equity Services LLC60,906$2.14M0.0%+1.3%3.292%
2/7/2025Miller Financial Services LLC6,230$219K0.2%N/A0.337%
2/6/2025Raymond James Financial Inc.12,964$456K0.0%N/A0.701%
2/5/2025Kellett Wealth Advisors LLC863,238$30.38M20.9%-2.3%46.662%
2/3/2025Sigma Planning Corp5,897$208K0.0%-40.7%0.319%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,869$3.87M0.1%+13.0%5.939%
1/31/2025Truist Financial Corp50,606$1.78M0.0%-1.2%2.735%
1/30/2025Allworth Financial LP12,804$459K0.0%-5.3%0.692%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,073$38K0.0%-98.9%0.058%
1/29/2025Sovran Advisors LLC521,901$18.32M2.6%N/A28.211%
1/28/2025AlphaStar Capital Management LLC9,388$330K0.0%N/A0.507%
1/28/2025Archer Investment Corp9,755$343K0.1%-5.4%0.527%
1/22/2025Foundations Investment Advisors LLC7,240$255K0.0%N/A0.391%
1/21/2025KFG Wealth Management LLC78,443$2.76M0.5%+13.1%4.240%
1/15/2025Central Valley Advisors LLC58,904$2.07M0.9%-1.6%3.184%
1/14/2025Accurate Wealth Management LLC8,286$292K0.1%+5.6%0.448%
1/13/2025Brookstone 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%
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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%
10/24/2024Wealth Enhancement Advisory Services LLC11,230$390K0.0%+19.1%0.607%
10/24/2024Sageworth Trust Co42,816$1.49M0.1%-26.7%2.314%
10/23/2024Outlook 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%
10/10/2024Fiduciary Financial Group LLC24,257$841K0.2%+137.8%1.311%
10/9/2024Fermata Advisors LLC9,249$321K0.1%+46.9%0.500%
10/8/2024O 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%
10/8/2024Brookstone Capital Management552,971$19.21M0.3%+1,390.5%29.890%
10/5/2024Central 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%
7/18/2024Brookstone Capital Management37,099$1.26M0.0%-35.1%2.005%
7/18/2024Outlook Wealth Advisors LLC14,339$484K0.1%-64.1%0.775%
7/18/2024Triad Wealth Partners LLC3,351$113K0.1%N/A0.181%
7/18/2024Fiduciary Financial Group LLC10,200$346K0.1%N/A0.551%
7/16/2024Wealth Enhancement Advisory Services LLC9,430$319K0.0%N/A0.510%
7/12/2024DHJJ Financial Advisors Ltd.2,690$91K0.0%-10.0%0.145%
6/28/2024HFG 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%
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%
4/22/2024Outlook 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%
4/15/2024Brookstone Capital Management57,162$1.88M0.0%-87.9%3.041%
4/12/2024Fermata 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%
2/9/2024Central 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%
Trump Allies Confirm Exec Order 14024 Triggers Dollar Collapse (Ad)

Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement. When the dollar collapses, your savings could disappear overnight. With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar.

Go Here to Learn What's Happening and How to Prepare >>
1/29/2024Outlook 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%
1/11/2024Brookstone 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%
(Data available from 1/1/2016 forward)

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USEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USEP shares?

During the previous two years, 72 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), Kellett Wealth Advisors LLC ($30.38M), Sovran Advisors LLC ($18.32M), Envestnet Asset Management Inc. ($4.68M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.87M), Donald L. Hagan LLC ($3.05M), and KFG Wealth Management LLC ($2.76M).Learn more on USEP's institutional investors.

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

Of the 58 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 ($941.08K), Sovran Advisors LLC ($521.90K), AE Wealth Management LLC ($128.82K), Arete Wealth Advisors LLC ($101.63K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($75.59K), and KFG Wealth Management LLC ($65.94K).

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

Institutional investors have bought a total of 3,655,093 shares in the last 24 months. This purchase volume represents approximately $118.76M in transactions.

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

Of the 35 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 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($162.92K).

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

Institutional investors have sold a total of 3,966,625 shares in the last 24 months. This volume of shares sold represents approximately $121.05M in transactions.


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This page (BATS:USEP) was last updated on 4/3/2025 by MarketBeat.com Staff
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