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Innovator U.S. Equity Ultra Buffer ETF - April (UAPR) Institutional Ownership

$28.39
+0.16 (+0.57%)
(As of 05/31/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$20.90M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$57.28M
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UAPR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2024 Soltis Investment Advisors LLC17,336$488K0.1%-16.3%0.343%
5/24/2024 Cetera Advisors LLC15,850$446K0.0%-56.6%0.314%
5/9/2024 Delta Investment Management LLC32,486$915K0.2%+53.4%0.643%
5/9/2024 Souders Financial Advisors9,251$261K0.0%N/A0.183%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors129,729$3.65M0.4%-5.9%2.569%
5/1/2024 Worth Financial Advisory Group LLC9,600$270K0.2%-90.0%0.190%
4/29/2024Commonwealth Equity Services LLC210,873$5.94M0.0%-1.2%4.176%
4/23/2024 Milestone Asset Management LLC16,502$465K0.1%-30.0%0.377%
4/23/2024 Strategic Blueprint LLC55,680$1.57M0.1%-5.6%1.271%
4/23/2024 Accurate Wealth Management LLC10,689$292K0.1%N/A0.244%
4/22/2024 Outlook Wealth Advisors LLC8,990$253K0.1%-11.8%0.205%
4/19/2024 KFG Wealth Management LLC93,561$2.64M1.1%+14.3%2.136%
4/15/2024 Brookstone Capital Management52,394$1.48M0.0%-4.7%1.196%
4/11/2024 DHJJ Financial Advisors Ltd.2,808$79K0.0%-51.8%0.055%
4/11/2024 RFG Advisory LLC8,151$230K0.0%N/A0.159%
3/6/2024 SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/26/2024 Centaurus Financial Inc.31,571$866K0.1%-4.0%0.615%
2/16/2024 SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/9/2024 Advisory Services Network LLC14,979$411K0.0%-14.8%0.292%
2/9/2024 SageView Advisory Group LLC133,307$3.66M0.1%+1,128.3%2.599%
2/9/2024 Cambridge Investment Research Advisors Inc.47,772$1.31M0.0%-13.6%0.931%
2/8/2024 Foundations Investment Advisors LLC23,237$645K0.0%-13.0%0.453%
2/7/2024 Avantax Advisory Services Inc.11,425$314K0.0%-59.1%0.223%
2/7/2024 Principal Securities Inc.2,899$80K0.0%N/A0.057%
2/5/2024 McAdam LLC11,112$305K0.0%-16.9%0.217%
2/2/2024 Delta Investment Management LLC21,178$581K0.1%+52.1%0.413%
2/2/2024 Truist Financial Corp53,253$1.46M0.0%-3.2%1.038%
1/31/2024 KFG Wealth Management LLC81,866$2.25M1.0%-6.4%1.596%
1/31/2024 Archer Investment Corp28,938$794K0.3%-46.9%0.564%
1/30/2024 DHJJ Financial Advisors Ltd.5,820$160K0.1%-8.1%0.113%
1/26/2024 Soltis Investment Advisors LLC20,712$568K0.1%-13.2%0.404%
1/25/2024 Strategic Blueprint LLC59,001$1.62M0.1%-23.9%1.150%
1/24/2024 Comprehensive Financial Consultants Institutional Inc.83,565$2.29M1.1%-2.2%1.629%
1/23/2024 Milestone Asset Management LLC23,591$647K0.2%-12.8%0.460%
1/23/2024 TriaGen Wealth Management LLC49,148$1.35M0.6%-18.0%0.958%
1/16/2024 Raymond James Financial Services Advisors Inc.12,024$330K0.0%-7.9%0.234%
1/11/2024 Brookstone Capital Management54,975$1.51M0.0%-16.5%1.072%
1/11/2024 BCS Wealth Management18,875$518K0.2%-2.0%0.368%
12/6/2023 VisionPoint Advisory Group LLC2,247$58K0.0%N/A0.044%
11/14/2023 Milestone Asset Management LLC27,041$697K0.2%-94.4%0.527%
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11/13/2023 Kestra Advisory Services LLC10,493$270K0.0%-7.0%0.205%
11/8/2023 HighTower Advisors LLC11,716$302K0.0%-27.5%0.228%
11/8/2023 Soltis Investment Advisors LLC23,863$615K0.1%-94.3%0.465%
11/8/2023 Archer Investment Corp54,542$1.41M0.5%-7.7%1.063%
11/8/2023 Avantax Advisory Services Inc.27,900$719K0.0%-11.0%0.544%
11/7/2023 Kingsview Wealth Management LLC42,322$1.09M0.0%-2.3%0.825%
11/3/2023 MGO One Seven LLC20,372$525K0.0%N/A0.397%
11/3/2023 SageView Advisory Group LLC10,853$280K0.0%-44.9%0.212%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors123,700$3.19M0.4%+9.8%2.411%
10/24/2023 Cambridge Investment Research Advisors Inc.55,304$1.43M0.0%-1.1%1.078%
10/23/2023 TriaGen Wealth Management LLC59,933$1.54M0.8%+4.5%1.168%
10/23/2023Commonwealth Equity Services LLC196,403$5.06M0.0%-0.6%3.829%
10/20/2023 Brookstone Capital Management65,840$1.70M0.0%-88.3%1.283%
10/18/2023 Strategic Blueprint LLC77,507$2.00M0.2%-35.0%1.511%
10/17/2023 KFG Wealth Management LLC87,444$2.25M1.2%-1.6%1.705%
10/12/2023IFP Advisors Inc3,877$100K0.0%-17.4%0.076%
10/11/2023 AE Wealth Management LLC105,203$2.71M0.0%+4.9%2.051%
10/10/2023 DHJJ Financial Advisors Ltd.6,335$163K0.1%N/A0.123%
10/5/2023 Foundations Investment Advisors LLC26,701$688K0.0%N/A0.520%
8/11/2023 SageView Advisory Group LLC19,695$513K0.0%-31.3%0.384%
8/10/2023 Osaic Holdings Inc.187,419$4.89M0.0%-33.5%3.653%
8/10/2023Commonwealth Equity Services LLC197,603$5.15M0.0%-2.3%3.852%
8/10/2023 Cetera Advisors LLC66,379$1.73M0.0%-11.4%1.294%
8/10/2023 Cetera Investment Advisers9,702$253K0.0%-28.5%0.189%
8/9/2023 Spire Wealth Management12,098$315K0.0%+476.1%0.236%
8/9/2023 Soltis Investment Advisors LLC420,005$10.95M1.3%-47.2%8.187%
8/8/2023 Archer Investment Corp59,095$1.54M0.5%+4.5%1.152%
8/4/2023 Delta Investment Management LLC15,466$403K0.1%N/A0.301%
8/4/2023IFP Advisors Inc4,693$118K0.0%-11.5%0.091%
8/2/2023 McAdam LLC13,367$348K0.0%-12.7%0.261%
8/1/2023 Truist Financial Corp56,253$1.47M0.0%+18.5%1.097%
7/25/2023 Raymond James Financial Services Advisors Inc.13,049$340K0.0%+58.0%0.215%
7/24/2023 Comprehensive Financial Consultants Institutional Inc.92,079$2.42M1.3%-11.5%1.517%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors112,689$2.94M0.4%-11.1%1.856%
7/18/2023 KFG Wealth Management LLC88,864$2.32M1.4%+32.6%1.464%
7/13/2023 Hudson Capital Management LLC233,093$6.08M2.3%+0.6%3.840%
7/13/2023 Cambridge Investment Research Advisors Inc.55,892$1.46M0.0%+145.9%0.921%
7/11/2023 Brookstone Capital Management563,621$14.61M0.3%+16.0%9.285%
7/10/2023 AE Wealth Management LLC100,245$2.61M0.0%N/A1.651%
5/22/2023 Arete Wealth Advisors LLC20,825$519K0.0%N/A0.343%
5/11/2023Commonwealth Equity Services LLC202,189$5.04M0.0%-2.9%3.331%
5/9/2023 Archer Investment Corp56,567$1.41M0.5%+3.3%0.932%
5/9/2023 Spire Wealth Management2,100$52K0.0%N/A0.035%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors126,819$3.16M0.5%+88.2%2.089%
5/5/2023 Truist Financial Corp47,482$1.18M0.0%+366.7%0.782%
5/3/2023 Soltis Investment Advisors LLC795,056$19.83M2.5%+88.2%13.098%
5/2/2023 DHJJ Financial Advisors Ltd.8,625$208K0.1%-14.0%0.142%
5/2/2023 SageView Advisory Group LLC28,688$715K0.0%-28.7%0.473%
5/1/2023 Arete Wealth Advisors LLC20,825$519.38B0.0%N/A0.343%
5/1/2023 CWM LLC2,005$50K0.0%N/A0.033%
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4/28/2023 Avantax Advisory Services Inc.8,277$206K0.0%N/A0.136%
4/28/2023 Ameritas Advisory Services LLC4,200$105K0.0%N/A0.069%
4/28/2023 Janney Montgomery Scott LLC16,684$416K0.0%-18.9%0.275%
4/28/2023 Strategic Blueprint LLC113,604$2.83M0.3%+100.4%1.872%
4/26/2023 Pinnacle Wealth Management Group Inc.66,583$1.76M1.2%+3.1%1.097%
4/24/2023 TriaGen Wealth Management LLC59,148$1.48M0.7%+67.2%0.974%
4/24/2023 McAdam LLC15,317$382K0.0%N/A0.252%
4/20/2023 Worth Financial Advisory Group LLC95,600$2.38M2.3%N/A1.575%
4/19/2023 Comprehensive Financial Consultants Institutional Inc.104,009$2.59M1.5%-2.6%1.713%
4/19/2023 Brookstone Capital Management486,025$12.17M0.2%+824.4%8.007%
(Data available from 1/1/2016 forward)

UAPR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UAPR shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - April. The most heavily invested institutionals were Advisor Group Holdings Inc. ($6.71M), Hudson Capital Management LLC ($6.08M), Commonwealth Equity Services LLC ($5.94M), Osaic Holdings Inc. ($4.89M), Greenup Street Wealth Management LLC ($4.52M), SageView Advisory Group LLC ($3.66M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.65M).Learn more on UAPR's institutional investors.

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

Of the 39 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($795.06K), Brookstone Capital Management ($511.05K), SageView Advisory Group LLC ($367.36K), Hudson Capital Management LLC ($233.09K), RPg Family Wealth Advisory LLC ($120.21K), AE Wealth Management LLC ($105.20K), and KFG Wealth Management LLC ($100.56K).

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

Institutional investors have bought a total of 2,917,336 shares in the last 24 months. This purchase volume represents approximately $74.14M in transactions.

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

Of the 33 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - April stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soltis Investment Advisors LLC ($777.72K), Brookstone Capital Management ($523.30K), Milestone Asset Management LLC ($465.70K), Osaic Holdings Inc. ($94.23K), Worth Financial Advisory Group LLC ($86K), Strategic Blueprint LLC ($74.41K), and Archer Investment Corp ($33.46K).

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

Institutional investors have sold a total of 2,315,248 shares in the last 24 months. This volume of shares sold represents approximately $60.22M in transactions.


This page (BATS:UAPR) was last updated on 6/2/2024 by MarketBeat.com Staff

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