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

$31.92 +0.19 (+0.58%)
As of 09/5/2025 03:50 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)
$41.84M
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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
9/4/2025 Osaic Holdings Inc.161,108$5.04M0.0%+35.2%2.369%
8/29/2025 Evolution Wealth Management Inc.1,160$36K0.0%N/A0.017%
8/29/2025 Centaurus Financial Inc.18,278$572K0.0%-2.0%0.269%
8/27/2025 Orion Porfolio Solutions LLC49,381$1.55M0.0%+145.7%0.726%
8/19/2025 Advisory Services Network LLC32,808$1.04M0.0%+119.0%0.482%
8/15/2025 Orion Porfolio Solutions LLC49,381$1.55M0.0%+145.7%0.726%
8/15/2025 MML Investors Services LLC34,814$1.09M0.0%N/A0.512%
8/14/2025 Ausdal Financial Partners Inc.7,554$236K0.0%N/A0.111%
8/14/2025 Raymond James Financial Inc.48,109$1.51M0.0%-2.5%0.707%
8/13/2025 SageView Advisory Group LLC28,753$910K0.0%+22.4%0.423%
8/13/2025 Trek Financial LLC18,534$580K0.0%-24.3%0.273%
8/8/2025 Cetera Investment Advisers25,368$794K0.0%+25.7%0.373%
8/8/2025 WealthShield Partners LLC15,144$474K0.1%+57.2%0.223%
8/6/2025 AE Wealth Management LLC8,831$276K0.0%-23.7%0.130%
8/6/2025 RPS Advisory Solutions LLC22,103$692K0.4%-11.2%0.325%
8/6/2025 Soltis Investment Advisors LLC10,964$343K0.0%-6.5%0.161%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors238,495$7.47M0.7%+9.2%3.507%
8/4/2025 Prairie Wealth Advisors Inc.98,038$3.07M1.3%N/A1.442%
8/4/2025 Spire Wealth Management125,836$3.94M0.1%+123.3%1.851%
8/4/2025 Arkadios Wealth Advisors12,054$377K0.0%N/A0.177%
8/1/2025 Envestnet Asset Management Inc.67,665$2.12M0.0%+76.2%0.995%
7/30/2025 Strategic Blueprint LLC53,443$1.67M0.1%-2.3%0.786%
7/30/2025 LifeWealth Investments LLC10,904$341K0.1%+54.7%0.160%
7/30/2025 Brookstone Capital Management1,896,502$59.36M0.8%+2,677.7%27.890%
7/30/2025 Retirement Planning Group LLC19,407$607K0.0%N/A0.285%
7/30/2025 IMG Wealth Management Inc.30,908$967K0.7%+2.4%0.455%
7/28/2025 Harbour Investments Inc.5,129$161K0.0%+9.2%0.075%
7/28/2025 RFG Advisory LLC10,805$338K0.0%-15.7%0.159%
7/25/2025 Kellett Wealth Advisors LLC79,721$2.50M1.6%+5.4%1.172%
7/25/2025 MGO One Seven LLC108,611$3.40M0.1%+0.7%1.597%
7/25/2025 CWM LLC127,549$3.99M0.0%+29.1%1.876%
7/24/2025 IFP Advisors Inc2,593$81K0.0%-42.1%0.038%
7/22/2025 Simplicity Wealth LLC13,456$421K0.0%N/A0.198%
7/22/2025 Berger Financial Group Inc106,131$3.32M0.2%-1.6%1.561%
7/21/2025 Ameritas Advisory Services LLC3,682$115K0.0%N/A0.054%
7/21/2025 Seros Financial LLC6,514$204K0.1%N/A0.096%
7/21/2025 Triad Wealth Partners LLC8,839$277K0.1%N/A0.130%
7/15/2025 McAdam LLC24,561$769K0.0%N/A0.361%
7/14/2025 Gries Financial LLC19,749$618K0.1%N/A0.290%
7/14/2025 Chris Bulman Inc8,282$259K0.1%-23.8%0.122%
7/14/2025 KFG Wealth Management LLC187,362$5.86M0.9%-0.7%2.755%
7/11/2025 Lantz Financial LLC10,519$329K0.1%N/A0.155%
7/10/2025 Websterrogers Financial Advisors LLC7,000$219K0.1%N/A0.103%
7/10/2025 Signal Advisors Wealth LLC40,934$1.28M0.1%N/A0.602%
7/9/2025 Central Valley Advisors LLC73,014$2.29M0.8%+9.8%1.074%
7/3/2025 City Center Advisors LLC16,244$508K0.5%-5.9%0.239%
5/16/2025 Arete Wealth Advisors LLC10,133$303K0.0%-19.6%0.203%
5/14/2025 PKS Advisory Services LLC9,919$296K0.1%-79.7%0.199%
5/14/2025 Kestra Advisory Services LLC55,240$1.65M0.0%+34.9%1.109%
5/14/2025 Tradition Wealth Management LLC282,955$8.45M0.7%-0.8%5.682%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors218,477$6.54M0.5%+7.6%4.387%
5/12/2025 Berger Financial Group Inc107,850$3.22M0.2%-8.2%2.166%
5/8/2025 MGO One Seven LLC107,829$3.22M0.1%-16.8%2.187%
5/7/2025 Your Advocates Ltd. LLP20,379$609K0.2%+14.9%0.413%
5/6/2025 Cetera Investment Advisers20,180$603K0.0%+8.0%0.409%
5/6/2025 AE Wealth Management LLC11,574$346K0.0%-94.9%0.235%
5/5/2025 Impact Partnership Wealth LLC14,846$443K0.1%-16.3%0.301%
5/1/2025 CWM 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%
4/22/2025Bright 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%
2/25/2025 Armis Advisers LLC27,798$857K0.1%N/A0.654%
2/17/2025 Cetera Investment Advisers18,693$576K0.0%-10.1%0.370%
2/17/2025 Citadel Advisors LLC18,712$577K0.0%-5.7%0.371%
2/14/2025 Triumph Capital Management57,886$1.79M0.6%-26.7%1.146%
2/14/2025 Berger Financial Group Inc117,501$3.62M0.2%+0.7%2.327%
2/14/2025 MGO One Seven LLC129,628$4.00M0.2%-0.3%2.567%
2/14/2025 Tradition Wealth Management LLC285,354$8.80M0.8%-3.4%5.651%
2/13/2025 SageView Advisory Group LLC23,495$725K0.0%N/A0.465%
2/13/2025 Raymond 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%
2/12/2025 Arete Wealth Advisors LLC12,604$389K0.0%-8.3%0.250%
2/12/2025 OLD Mission Capital LLC16,617$512K0.0%N/A0.329%
2/12/2025 AssuredPartners Investment Advisors LLC131,129$4.04M0.8%N/A2.597%
2/12/2025 PKS Advisory Services LLC48,970$1.51M0.4%N/A0.970%
2/11/2025 LPL Financial LLC31,335$966K0.0%+6.4%0.620%
2/10/2025 IMG Wealth Management Inc.30,701$947K0.9%N/A0.608%
2/10/2025 Harbour Investments Inc.4,706$145K0.0%+19.9%0.093%
2/10/2025 Commonwealth Equity Services LLC253,260$7.81M0.0%-9.3%5.015%
2/10/2025 Avantax Advisory Services Inc.12,168$375K0.0%-7.9%0.241%
2/6/2025 Raymond 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%
(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 1,371,931 shares in the last 24 months. This volume of shares sold represents approximately $41.84M in transactions.



This page (BATS:UAPR) was last updated on 9/7/2025 by MarketBeat.com Staff
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