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

$34.65 +0.09 (+0.26%)
As of 04:10 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)
$89.33M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$82.11M
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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
5/4/2026Kellett Wealth Advisors LLC77,377$2.58M1.4%-0.5%1.138%
4/30/2026 Kestra Advisory Services LLC51,929$1.73M0.0%-12.2%0.764%
4/28/2026 Berger Financial Group Inc75,546$2.52M0.1%-14.3%1.111%
4/22/2026 Cornerstone Wealth Group LLC6,931$238K0.0%N/A0.102%
4/21/2026 KFG Wealth Management LLC127,465$4.25M0.5%-4.8%1.874%
4/18/2026 BCS Wealth Management18,875$630K0.1%-50.0%0.278%
4/17/2026 Outlook Wealth Advisors LLC7,213$241K0.1%-11.1%0.106%
4/16/2026 Triad Wealth Partners LLC28,399$948K0.1%+46.7%0.418%
2/18/2026Beacon Pointe Advisors LLC8,478$278K0.0%+9.7%0.125%
2/18/2026OLD Mission Capital LLC41,025$1.34M0.0%+160.8%0.603%
2/17/2026Cetera Investment Advisers35,982$1.18M0.0%-1.9%0.529%
2/17/2026Osaic Holdings Inc.145,552$4.77M0.0%-5.6%2.140%
2/13/2026 Kestra Advisory Services LLC59,116$1.94M0.0%+4.2%0.869%
2/12/2026Orion Porfolio Solutions LLC62,680$2.05M0.0%+9.0%0.922%
2/12/2026 Commonwealth Equity Services LLC153,187$5.02M0.0%-5.3%2.253%
2/11/2026LPL Financial LLC32,340$1.06M0.0%-13.6%0.476%
2/11/2026Tradition Wealth Management LLC275,737$9.04M0.6%-1.7%4.055%
2/10/2026Foundations Investment Advisors LLC54,575$1.79M0.0%+205.8%0.803%
2/9/2026Harbour Investments Inc.2,517$82K0.0%-50.7%0.037%
2/6/2026RPS Advisory Solutions LLC18,561$608K0.3%-3.5%0.273%
2/4/2026 Ballast Rock Private Wealth LLC6,659$218K0.1%N/A0.098%
2/3/2026MGO One Seven LLC64,442$2.11M0.0%-40.7%0.948%
2/3/2026Retirement Planning Group LLC12,617$413K0.0%-35.0%0.186%
2/3/2026 Encompass More Asset Management8,632$283K0.1%+19.4%0.127%
2/3/2026 AssuredPartners Investment Advisors LLC98,291$3.22M0.5%N/A1.445%
2/2/2026 Truist Financial Corp76,695$2.51M0.0%-14.1%1.128%
2/2/2026Vantage Point Financial LLC7,531$247K0.1%-4.8%0.111%
1/30/2026 Strategic Blueprint LLC50,098$1.64M0.1%-5.9%0.737%
1/27/2026 Berger Financial Group Inc88,120$2.89M0.2%-8.3%1.296%
1/26/2026 LifeWealth Investments LLC7,815$256K0.1%-24.0%0.115%
1/26/2026CWM LLC142,320$4.66M0.0%+9.6%2.093%
1/26/2026 BCS Wealth Management37,750$1.24M0.1%+100.0%0.555%
1/23/2026Optima Capital LLC1,840$60K0.0%N/A0.027%
1/23/2026Galvin Gaustad & Stein LLC11,673$383K0.0%N/A0.172%
1/23/2026Kellett Wealth Advisors LLC77,778$2.55M1.5%-0.5%1.144%
1/22/2026 Triad Wealth Partners LLC19,361$634K0.1%+11.0%0.285%
1/21/2026 KFG Wealth Management LLC133,848$4.39M0.6%-24.7%1.968%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors163,637$5.36M0.3%-34.9%2.406%
1/15/2026 Brookstone Capital Management100,768$3.30M0.0%+16.8%1.482%
1/14/2026 Lantz Financial LLC9,142$300K0.1%-12.7%0.134%
1/14/2026 Spire Wealth Management53,877$1.77M0.1%-24.7%0.792%
1/14/2026 Accurate Wealth Management LLC6,100$201K0.0%N/A0.090%
1/13/2026 Signal Advisors Wealth LLC13,354$438K0.0%-46.8%0.196%
11/18/2025Advisory Services Network LLC32,461$1.04M0.0%-1.1%0.477%
11/17/2025Susquehanna International Group LLP30,565$982K0.0%+122.2%0.449%
11/17/2025Ausdal Financial Partners Inc.18,388$591K0.0%+143.4%0.270%
11/14/2025Raymond James Financial Inc.44,999$1.45M0.0%-6.5%0.662%
11/12/2025Integrity Advisory Solutions LLC8,951$288K0.0%N/A0.132%
11/12/2025Orion Porfolio Solutions LLC57,514$1.85M0.0%+16.5%0.846%
11/12/2025 Bright Futures Wealth Management LLC.8,102$260K0.2%N/A0.119%
11/5/2025Envestnet Asset Management Inc.71,899$2.31M0.0%+6.3%1.057%
11/4/2025Souders Financial Advisors12,513$402K0.0%-2.6%0.184%
11/3/2025 Your Advocates Ltd. LLP16,622$534K0.2%-18.4%0.244%
11/3/2025 Impact Partnership Wealth LLC7,454$240K0.0%-49.8%0.110%
11/3/2025Foundations Investment Advisors LLC17,844$574K0.0%N/A0.262%
11/3/2025Archer Investment Corp5,960$192K0.0%-5.1%0.088%
10/30/2025 Simplicity Wealth LLC6,728$216K0.0%-50.0%0.099%
10/30/2025 Triad Wealth Partners LLC17,435$560K0.1%+97.3%0.256%
10/27/2025Financial Network Wealth Advisors LLC2,505$81K0.1%+30.9%0.037%
10/24/2025Vantage Point Financial LLC7,909$254K0.1%N/A0.116%
10/23/2025 Spire Wealth Management71,583$2.30M0.1%-43.1%1.053%
10/22/2025 CoreCap Advisors LLC4,806$154K0.0%-14.7%0.071%
10/22/2025 Commonwealth Equity Services LLC161,762$5.20M0.0%-5.4%2.379%
10/21/2025Kellett Wealth Advisors LLC78,178$2.51M1.5%-1.9%1.150%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors251,545$8.09M0.5%+5.5%3.699%
10/20/2025 DHJJ Financial Advisors Ltd.1,128$36K0.0%-25.0%0.017%
10/20/2025 LifeWealth Investments LLC10,279$330K0.1%-5.7%0.151%
10/17/2025 Encompass More Asset Management7,229$232K0.0%N/A0.106%
10/15/2025CWM LLC129,864$4.17M0.0%+1.8%1.910%
10/15/2025 Milestone Asset Management LLC13,270$426K0.1%-2.3%0.195%
10/15/2025 Brookstone Capital Management86,272$2.77M0.0%-95.5%1.269%
10/14/2025 Berger Financial Group Inc96,101$3.09M0.2%-9.5%1.413%
10/10/2025 Signal Advisors Wealth LLC25,080$806K0.1%-38.7%0.369%
10/7/2025 KFG Wealth Management LLC177,837$5.72M0.8%-5.1%2.615%
9/4/2025Osaic 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%
8/29/2025Centaurus 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%
8/8/2025 WealthShield 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%
8/6/2025 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%
8/4/2025Prairie 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%
8/4/2025Arkadios Wealth Advisors12,054$377K0.0%N/A0.177%
8/1/2025Envestnet Asset Management Inc.67,665$2.12M0.0%+76.2%0.995%
7/30/2025 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%
7/30/2025Retirement Planning Group LLC19,407$607K0.0%N/A0.285%
7/30/2025IMG Wealth Management Inc.30,908$967K0.7%+2.4%0.455%


UAPR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UAPR shares?

During the previous two years, 95 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 ($9.04M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.36M), Commonwealth Equity Services LLC ($5.02M), Osaic Holdings Inc. ($4.77M), CWM LLC ($4.66M), KFG Wealth Management LLC ($4.25M), and Brookstone Capital Management ($3.30M).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 80 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 ($2.48M), AE Wealth Management LLC ($300.49K), AssuredPartners Investment Advisors LLC ($229.42K), Envestnet Asset Management Inc. ($174.29K), LifeWealth Investments LLC ($144.57K), Spire Wealth Management ($140.33K), and KFG Wealth Management LLC ($139.48K).

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

Institutional investors have bought a total of 2,843,272 shares in the last 24 months. This purchase volume represents approximately $89.33M in transactions.

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

Of the 44 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 ($1.81M), AE Wealth Management LLC ($217.14K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($87.91K), Spire Wealth Management ($71.96K), MGO One Seven LLC ($65.95K), KFG Wealth Management LLC ($61.27K), and Berger Financial Group Inc ($41.96K).

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

Institutional investors have sold a total of 2,567,936 shares in the last 24 months. This volume of shares sold represents approximately $82.11M in transactions.


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This page (BATS:UAPR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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