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

$31.36 +0.00 (+0.02%)
As of 07/3/2025 01:00 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)
49
Total
Institutional Inflows
(last 12 months)
$74.10M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$41.17M
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UAPR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 City 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%
4/14/2025 City 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%
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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%
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%
1/31/2025Truist Financial Corp89,475$2.76M0.0%-7.3%1.772%
1/30/2025Bright 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%
1/24/2025Spire Wealth Management63,072$1.95M0.1%-11.4%1.249%
1/23/2025Milestone Asset Management LLC14,303$441K0.1%+4.1%0.283%
1/23/2025Strategic Blueprint LLC58,906$1.82M0.1%-2.3%1.166%
1/21/2025KFG Wealth Management LLC204,644$6.31M1.2%-9.7%4.052%
1/21/2025Impact Partnership Wealth LLC17,735$547K0.1%N/A0.351%
1/17/2025Seros Financial LLC9,641$280K0.3%N/A0.191%
1/15/2025Central Valley Advisors LLC22,849$705K0.3%-4.5%0.452%
1/14/2025Accurate Wealth Management LLC7,525$231K0.0%-39.4%0.149%
1/13/2025Brookstone Capital Management72,040$2.22M0.0%-89.5%1.427%
1/7/2025FC Advisory LLC6,575$203K0.1%N/A0.130%
12/26/2024JPMorgan Chase & Co.4,741$143K0.0%+619.4%0.094%
11/25/2024World 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%
10/25/2024Strategic Blueprint LLC60,266$1.82M0.1%-24.3%1.193%
10/25/2024Worth Financial Advisory Group LLC16,582$501K0.3%-32.5%0.328%
10/23/2024Outlook Wealth Advisors LLC8,130$246K0.1%-9.6%0.161%
10/22/2024Chris Bulman Inc7,189$217K0.1%-44.9%0.142%
10/21/2024Castleview 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%
10/8/2024Brookstone Capital Management685,962$20.72M0.3%+6.5%13.583%
10/5/2024Central 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%
8/21/2024Truist Financial Corp97,896$2.84M0.0%+74.0%1.939%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
8/13/2024AE Wealth Management LLC315,987$9.18M0.1%+1,939.2%6.257%
8/8/2024Envestnet 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%
8/7/2024Bright Futures Wealth Management LLC.19,107$550K0.3%-5.4%0.378%
8/7/2024Ashton Thomas Private Wealth LLC914$27K0.0%N/A0.018%
8/6/2024Chris Bulman Inc13,054$379K0.3%N/A0.258%
8/2/2024Archer Investment Corp53,238$1.55M0.5%+80.5%1.054%
7/31/2024Spire Wealth Management82,951$2.41M0.1%+585.5%1.643%
7/31/2024Commonwealth Equity Services LLC282,750$8.21M0.0%+34.1%5.599%
7/29/2024Ameritas Advisory Services LLC59,370$1.72M0.1%N/A1.176%
(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, 80 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - April. The most heavily invested institutionals were Tradition Wealth Management LLC ($8.45M), Commonwealth Equity Services LLC ($7.81M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($6.54M), Hudson Capital Management LLC ($6.08M), KFG Wealth Management LLC ($5.64M), Osaic Holdings Inc. ($4.89M), and Berger Financial Group Inc ($3.22M).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 59 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 ($711.16K), AE Wealth Management LLC ($405.69K), SageView Advisory Group LLC ($390.86K), KFG Wealth Management LLC ($173.04K), Envestnet Asset Management Inc. ($140.79K), LifeWealth Investments LLC ($140.72K), and AssuredPartners Investment Advisors LLC ($131.13K).

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

Institutional investors have bought a total of 2,505,833 shares in the last 24 months. This purchase volume represents approximately $74.10M in transactions.

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

Of the 40 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 ($214.40K), LifeWealth Investments LLC ($133.67K), Archer Investment Corp ($46.71K), PKS Advisory Services LLC ($39.05K), KFG Wealth Management LLC ($38.01K), 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 1,350,624 shares in the last 24 months. This volume of shares sold represents approximately $41.17M in transactions.


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This page (BATS:UAPR) was last updated on 7/5/2025 by MarketBeat.com Staff
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