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

$32.19 +0.06 (+0.20%)
As of 10/2/2025 04:00 PM Eastern
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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)
50
Total
Institutional Inflows
(last 12 months)
$101.20M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$41.56M
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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
9/4/2025Osaic Holdings Inc.161,108$5.04M0.0%+35.2%2.369%
8/29/2025Evolution Wealth Management Inc.1,160$36K0.0%N/A0.017%
8/29/2025Centaurus Financial Inc.18,278$572K0.0%-2.0%0.269%
8/27/2025Orion Porfolio Solutions LLC49,381$1.55M0.0%+145.7%0.726%
8/19/2025Advisory Services Network LLC32,808$1.04M0.0%+119.0%0.482%
8/15/2025Orion Porfolio Solutions LLC49,381$1.55M0.0%+145.7%0.726%
8/15/2025MML Investors Services LLC34,814$1.09M0.0%N/A0.512%
8/14/2025Ausdal Financial Partners Inc.7,554$236K0.0%N/A0.111%
8/14/2025Raymond James Financial Inc.48,109$1.51M0.0%-2.5%0.707%
8/13/2025SageView Advisory Group LLC28,753$910K0.0%+22.4%0.423%
8/13/2025Trek Financial LLC18,534$580K0.0%-24.3%0.273%
8/8/2025Cetera Investment Advisers25,368$794K0.0%+25.7%0.373%
8/8/2025WealthShield Partners LLC15,144$474K0.1%+57.2%0.223%
8/6/2025AE Wealth Management LLC8,831$276K0.0%-23.7%0.130%
8/6/2025RPS Advisory Solutions LLC22,103$692K0.4%-11.2%0.325%
8/6/2025Soltis Investment Advisors LLC10,964$343K0.0%-6.5%0.161%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors238,495$7.47M0.7%+9.2%3.507%
8/4/2025Prairie Wealth Advisors Inc.98,038$3.07M1.3%N/A1.442%
8/4/2025Spire Wealth Management125,836$3.94M0.1%+123.3%1.851%
8/4/2025Arkadios Wealth Advisors12,054$377K0.0%N/A0.177%
8/1/2025Envestnet Asset Management Inc.67,665$2.12M0.0%+76.2%0.995%
7/30/2025Strategic Blueprint LLC53,443$1.67M0.1%-2.3%0.786%
7/30/2025LifeWealth Investments LLC10,904$341K0.1%+54.7%0.160%
7/30/2025Brookstone Capital Management1,896,502$59.36M0.8%+2,677.7%27.890%
7/30/2025Retirement Planning Group LLC19,407$607K0.0%N/A0.285%
7/30/2025IMG Wealth Management Inc.30,908$967K0.7%+2.4%0.455%
7/28/2025Harbour Investments Inc.5,129$161K0.0%+9.2%0.075%
7/28/2025RFG Advisory LLC10,805$338K0.0%-15.7%0.159%
7/25/2025Kellett Wealth Advisors LLC79,721$2.50M1.6%+5.4%1.172%
7/25/2025MGO One Seven LLC108,611$3.40M0.1%+0.7%1.597%
7/25/2025CWM LLC127,549$3.99M0.0%+29.1%1.876%
7/24/2025IFP Advisors Inc2,593$81K0.0%-42.1%0.038%
7/22/2025Simplicity Wealth LLC13,456$421K0.0%N/A0.198%
7/22/2025Berger Financial Group Inc106,131$3.32M0.2%-1.6%1.561%
7/21/2025Ameritas Advisory Services LLC3,682$115K0.0%N/A0.054%
7/21/2025Seros Financial LLC6,514$204K0.1%N/A0.096%
7/21/2025Triad Wealth Partners LLC8,839$277K0.1%N/A0.130%
7/15/2025McAdam LLC24,561$769K0.0%N/A0.361%
7/14/2025Gries Financial LLC19,749$618K0.1%N/A0.290%
7/14/2025Chris Bulman Inc8,282$259K0.1%-23.8%0.122%
7/14/2025KFG Wealth Management LLC187,362$5.86M0.9%-0.7%2.755%
7/11/2025Lantz Financial LLC10,519$329K0.1%N/A0.155%
7/10/2025Websterrogers Financial Advisors LLC7,000$219K0.1%N/A0.103%
7/10/2025Signal Advisors Wealth LLC40,934$1.28M0.1%N/A0.602%
7/9/2025Central Valley Advisors LLC73,014$2.29M0.8%+9.8%1.074%
7/3/2025City Center Advisors LLC16,244$508K0.5%-5.9%0.239%
5/16/2025Arete Wealth Advisors LLC10,133$303K0.0%-19.6%0.203%
5/14/2025PKS Advisory Services LLC9,919$296K0.1%-79.7%0.199%
5/14/2025Kestra Advisory Services LLC55,240$1.65M0.0%+34.9%1.109%
5/14/2025Tradition Wealth Management LLC282,955$8.45M0.7%-0.8%5.682%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors218,477$6.54M0.5%+7.6%4.387%
5/12/2025Berger Financial Group Inc107,850$3.22M0.2%-8.2%2.166%
5/8/2025MGO One Seven LLC107,829$3.22M0.1%-16.8%2.187%
5/7/2025Your Advocates Ltd. LLP20,379$609K0.2%+14.9%0.413%
5/6/2025Cetera Investment Advisers20,180$603K0.0%+8.0%0.409%
5/6/2025AE Wealth Management LLC11,574$346K0.0%-94.9%0.235%
5/5/2025Impact Partnership Wealth LLC14,846$443K0.1%-16.3%0.301%
5/1/2025CWM LLC98,794$2.95M0.0%+101.7%2.004%
4/30/2025Trek Financial LLC24,483$731K0.1%-2.4%0.497%
4/29/2025Strategic Blueprint LLC54,684$1.63M0.1%-7.2%1.109%
4/29/2025Brookstone Capital Management68,276$2.04M0.0%-5.2%1.385%
4/23/2025Kellett Wealth Advisors LLC75,601$2.26M1.6%-1.3%1.533%
4/23/2025Spire Wealth Management56,359$1.68M0.1%-10.6%1.143%
4/23/2025IMG Wealth Management Inc.30,177$901K0.8%-1.7%0.612%
4/23/2025AssuredPartners Investment Advisors LLC104,475$3.12M0.6%-20.3%2.119%
4/22/2025Cambridge Investment Research Advisors Inc.26,262$784K0.0%-6.3%0.533%
4/22/2025Bright Futures Wealth Management LLC.8,102$233K0.2%-41.6%0.164%
4/21/2025LifeWealth Investments LLC7,048$210K0.1%-95.0%0.143%
4/15/2025Chris Bulman Inc10,867$324K0.2%-4.8%0.272%
4/15/2025Central Valley Advisors LLC66,525$1.99M0.8%+191.2%1.663%
4/14/2025Outlook Wealth Advisors LLC8,122$243K0.1%N/A0.203%
4/14/2025City Center Advisors LLC17,271$516K0.6%+4.7%0.432%
4/11/2025KFG Wealth Management LLC188,739$5.64M1.0%-7.8%4.718%
4/10/2025SMI Advisory Services LLC3,443$98K0.0%N/A0.086%
4/9/2025RFG Advisory LLC12,811$383K0.0%N/A0.320%
4/9/2025Milestone Asset Management LLC13,589$406K0.1%-5.0%0.340%
3/6/2025Wood Tarver Financial Group LLC15,193$468K0.2%N/A0.357%
2/26/2025LifeWealth 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%
2/13/2025Trek Financial LLC25,088$774K0.1%-4.4%0.497%
2/13/2025Envestnet 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%
2/12/2025AssuredPartners 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%
2/10/2025IMG 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%
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%
2/5/2025Kellett Wealth Advisors LLC76,601$2.36M1.6%-0.9%1.517%
(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, 91 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - April. The most heavily invested institutionals were Brookstone Capital Management ($59.36M), Tradition Wealth Management LLC ($8.45M), Commonwealth Equity Services LLC ($7.81M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($7.47M), KFG Wealth Management LLC ($5.86M), Osaic Holdings Inc. ($5.04M), and CWM LLC ($3.99M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - April's institutional investors.

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

Of the 73 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.46M), SageView Advisory Group LLC ($396.12K), AE Wealth Management LLC ($305.45K), Envestnet Asset Management Inc. ($170.05K), KFG Wealth Management LLC ($151.18K), LifeWealth Investments LLC ($144.57K), and Spire Wealth Management ($140.33K).

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

Institutional investors have bought a total of 3,253,167 shares in the last 24 months. This purchase volume represents approximately $101.20M in transactions.

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

Of the 42 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - April's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($617.69K), AE Wealth Management LLC ($217.14K), LifeWealth Investments LLC ($133.67K), Archer Investment Corp ($46.71K), KFG Wealth Management LLC ($39.39K), PKS Advisory Services LLC ($39.05K), and AssuredPartners Investment Advisors LLC ($26.65K).

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

Institutional investors have sold a total of 1,362,262 shares in the last 24 months. This volume of shares sold represents approximately $41.56M in transactions.



This page (BATS:UAPR) was last updated on 10/3/2025 by MarketBeat.com Staff
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