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

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$74.23M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$33.29M
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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
5/1/2025CWM LLC98,794$2.95M0.0%+101.7%2.004%
4/30/2025 Trek Financial LLC24,483$731K0.1%-2.4%0.497%
4/29/2025 Strategic Blueprint LLC54,684$1.63M0.1%-7.2%1.109%
4/29/2025 Brookstone Capital Management68,276$2.04M0.0%-5.2%1.385%
4/23/2025 Kellett Wealth Advisors LLC75,601$2.26M1.6%-1.3%1.533%
4/23/2025 Spire Wealth Management56,359$1.68M0.1%-10.6%1.143%
4/23/2025 IMG Wealth Management Inc.30,177$901K0.8%-1.7%0.612%
4/23/2025 AssuredPartners Investment Advisors LLC104,475$3.12M0.6%-20.3%2.119%
4/22/2025 Cambridge Investment Research Advisors Inc.26,262$784K0.0%-6.3%0.533%
4/22/2025 Bright Futures Wealth Management LLC.8,102$233K0.2%-41.6%0.164%
4/21/2025 LifeWealth Investments LLC7,048$210K0.1%-95.0%0.143%
4/15/2025 Chris Bulman Inc10,867$324K0.2%-4.8%0.272%
4/15/2025 Central Valley Advisors LLC66,525$1.99M0.8%+191.2%1.663%
4/14/2025 Outlook Wealth Advisors LLC8,122$243K0.1%N/A0.203%
4/14/2025 City Center Advisors LLC17,271$516K0.6%+4.7%0.432%
4/11/2025 KFG Wealth Management LLC188,739$5.64M1.0%-7.8%4.718%
4/10/2025 SMI Advisory Services LLC3,443$98K0.0%N/A0.086%
4/9/2025 RFG Advisory LLC12,811$383K0.0%N/A0.320%
4/9/2025 Milestone Asset Management LLC13,589$406K0.1%-5.0%0.340%
3/6/2025 Wood Tarver Financial Group LLC15,193$468K0.2%N/A0.357%
2/26/2025 LifeWealth Investments LLC140,718$4.34M2.9%N/A3.311%
2/25/2025Armis Advisers LLC27,798$857K0.1%N/A0.654%
2/17/2025Cetera Investment Advisers18,693$576K0.0%-10.1%0.370%
2/17/2025Citadel Advisors LLC18,712$577K0.0%-5.7%0.371%
2/14/2025Triumph Capital Management57,886$1.79M0.6%-26.7%1.146%
2/14/2025Berger Financial Group Inc117,501$3.62M0.2%+0.7%2.327%
2/14/2025MGO One Seven LLC129,628$4.00M0.2%-0.3%2.567%
2/14/2025Tradition Wealth Management LLC285,354$8.80M0.8%-3.4%5.651%
2/13/2025SageView Advisory Group LLC23,495$725K0.0%N/A0.465%
2/13/2025Raymond James Financial Inc.48,169$1.49M0.0%N/A0.954%
2/13/2025 Trek Financial LLC25,088$774K0.1%-4.4%0.497%
2/13/2025 Envestnet Asset Management Inc.38,456$1.19M0.0%-13.9%0.762%
2/12/2025Arete Wealth Advisors LLC12,604$389K0.0%-8.3%0.250%
2/12/2025OLD Mission Capital LLC16,617$512K0.0%N/A0.329%
2/12/2025 AssuredPartners Investment Advisors LLC131,129$4.04M0.8%N/A2.597%
2/12/2025PKS Advisory Services LLC48,970$1.51M0.4%N/A0.970%
2/11/2025LPL Financial LLC31,335$966K0.0%+6.4%0.620%
2/10/2025 IMG Wealth Management Inc.30,701$947K0.9%N/A0.608%
2/10/2025Harbour Investments Inc.4,706$145K0.0%+19.9%0.093%
2/10/2025Commonwealth Equity Services LLC253,260$7.81M0.0%-9.3%5.015%
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2/10/2025Avantax Advisory Services Inc.12,168$375K0.0%-7.9%0.241%
2/6/2025Raymond James Financial Inc.48,169$1.49M0.0%N/A0.954%
2/5/2025 Kellett Wealth Advisors LLC76,601$2.36M1.6%-0.9%1.517%
2/3/2025RPS Advisory Solutions LLC25,199$777K0.5%-1.8%0.499%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors203,027$6.26M0.2%+7.5%4.020%
1/31/2025 Truist Financial Corp89,475$2.76M0.0%-7.3%1.772%
1/30/2025 Bright Futures Wealth Management LLC.13,862$435K0.4%-24.6%0.274%
1/29/2025Soltis Investment Advisors LLC12,375$382K0.0%-3.1%0.245%
1/28/2025Archer Investment Corp6,529$201K0.1%-4.9%0.129%
1/24/2025 Spire Wealth Management63,072$1.95M0.1%-11.4%1.249%
1/23/2025 Milestone Asset Management LLC14,303$441K0.1%+4.1%0.283%
1/23/2025 Strategic Blueprint LLC58,906$1.82M0.1%-2.3%1.166%
1/21/2025 KFG Wealth Management LLC204,644$6.31M1.2%-9.7%4.052%
1/21/2025Impact Partnership Wealth LLC17,735$547K0.1%N/A0.351%
1/17/2025 Seros Financial LLC9,641$280K0.3%N/A0.191%
1/15/2025 Central Valley Advisors LLC22,849$705K0.3%-4.5%0.452%
1/14/2025 Accurate Wealth Management LLC7,525$231K0.0%-39.4%0.149%
1/13/2025 Brookstone Capital Management72,040$2.22M0.0%-89.5%1.427%
1/7/2025 FC Advisory LLC6,575$203K0.1%N/A0.130%
12/26/2024JPMorgan Chase & Co.4,741$143K0.0%+619.4%0.094%
11/25/2024 World Investment Advisors LLC70,325$2.12M0.1%-1.1%1.393%
11/18/2024Arete Wealth Advisors LLC13,746$415K0.0%-17.2%0.272%
11/15/2024Jane Street Group LLC12,930$390K0.0%-54.5%0.256%
11/14/2024Tradition Wealth Management LLC295,547$8.93M0.8%-0.8%5.852%
11/6/2024Archer Investment Corp6,869$207K0.1%-87.1%0.136%
10/25/2024 Strategic Blueprint LLC60,266$1.82M0.1%-24.3%1.193%
10/25/2024 Worth Financial Advisory Group LLC16,582$501K0.3%-32.5%0.328%
10/23/2024 Outlook Wealth Advisors LLC8,130$246K0.1%-9.6%0.161%
10/22/2024 Chris Bulman Inc7,189$217K0.1%-44.9%0.142%
10/21/2024 Castleview Partners LLC1,265$38K0.0%-43.7%0.025%
10/8/2024CWM LLC34,405$1.04M0.0%+755.0%0.681%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors188,842$5.70M0.5%+3.6%3.739%
10/8/2024 Brookstone Capital Management685,962$20.72M0.3%+6.5%13.583%
10/5/2024 Central Valley Advisors LLC23,924$723K0.4%-12.9%0.474%
9/23/2024Centaurus Financial Inc.19,115$555K0.0%-33.6%0.379%
8/28/2024Souders Financial Advisors12,846$373K0.1%+38.9%0.254%
8/27/2024Dana Investment Advisors Inc.21,865$635K0.0%N/A0.433%
8/21/2024 Truist Financial Corp97,896$2.84M0.0%+74.0%1.939%
8/13/2024AE Wealth Management LLC315,987$9.18M0.1%+1,939.2%6.257%
8/8/2024 Envestnet Asset Management Inc.154,696$4.49M0.0%+1,012.2%3.063%
8/7/2024MGO One Seven LLC149,977$4.36M0.2%+50.0%2.970%
8/7/2024 Bright Futures Wealth Management LLC.19,107$550K0.3%-5.4%0.378%
8/7/2024Ashton Thomas Private Wealth LLC914$27K0.0%N/A0.018%
8/6/2024 Chris Bulman Inc13,054$379K0.3%N/A0.258%
8/2/2024Archer Investment Corp53,238$1.55M0.5%+80.5%1.054%
7/31/2024 Spire Wealth Management82,951$2.41M0.1%+585.5%1.643%
7/31/2024Commonwealth Equity Services LLC282,750$8.21M0.0%+34.1%5.599%
7/29/2024 Ameritas Advisory Services LLC59,370$1.72M0.1%N/A1.176%
7/27/2024 Strategic Blueprint LLC79,657$2.31M0.2%+43.1%1.577%
7/26/2024WealthShield Partners LLC9,631$280K0.0%+4,715.5%0.191%
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7/26/2024 Worth Financial Advisory Group LLC24,582$714K0.5%+156.1%0.487%
7/26/2024 Cambridge Investment Research Advisors Inc.51,897$1.51M0.0%+22.1%1.028%
7/25/2024RPS Advisory Solutions LLC28,770$835K0.8%N/A0.570%
7/24/2024 ACT Advisors LLC.9,231$268K0.1%N/A0.183%
7/20/2024 Milestone Asset Management LLC15,269$443K0.1%-7.5%0.302%
7/19/2024 KFG Wealth Management LLC233,042$6.77M2.7%+149.1%4.615%
7/18/2024 Brookstone Capital Management644,334$18.98M0.3%+1,129.8%12.759%
7/18/2024Triad Wealth Partners LLC5,248$152K0.1%N/A0.104%
7/18/2024 Fiduciary Financial Group LLC24,238$718K0.2%N/A0.480%
7/15/2024 RFG Advisory LLC11,834$344K0.0%+45.2%0.234%
(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, 79 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - April. The most heavily invested institutionals were AE Wealth Management LLC ($9.18M), Tradition Wealth Management LLC ($8.80M), Commonwealth Equity Services LLC ($7.81M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($6.26M), Hudson Capital Management LLC ($6.08M), KFG Wealth Management LLC ($5.64M), and Osaic Holdings Inc. ($4.89M).Learn more on UAPR's institutional investors.

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

Of the 58 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: Brookstone Capital Management ($711.16K), AE Wealth Management LLC ($405.69K), SageView Advisory Group LLC ($390.86K), Soltis Investment Advisors LLC ($372.66K), KFG Wealth Management LLC ($173.04K), Envestnet Asset Management Inc. ($140.79K), and LifeWealth Investments LLC ($140.72K).

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

Institutional investors have bought a total of 3,765,057 shares in the last 24 months. This purchase volume represents approximately $106.88M in transactions.

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

Of the 50 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: Brookstone Capital Management ($1.13M), Soltis Investment Advisors LLC ($778.11K), Milestone Asset Management LLC ($467.65K), LifeWealth Investments LLC ($133.67K), Osaic Holdings Inc. ($94.23K), Worth Financial Advisory Group LLC ($94K), and Strategic Blueprint LLC ($88.59K).

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

Institutional investors have sold a total of 3,272,822 shares in the last 24 months. This volume of shares sold represents approximately $90.13M in transactions.



This page (BATS:UAPR) was last updated on 5/2/2025 by MarketBeat.com Staff
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