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Innovator U.S. Equity Ultra Buffer ETF - October (UOCT) Institutional Ownership

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+0.03 (+0.09%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - October (BATS:UOCT)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$29.51M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$20.85M
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UOCT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 KFG Wealth Management LLC49,197$1.65M0.7%-1.7%1.738%
4/15/2024 Brookstone Capital Management47,784$1.61M0.0%-89.2%1.688%
4/11/2024 RFG Advisory LLC6,277$211K0.0%N/A0.213%
4/9/2024 Mather Group LLC.4,006$130K0.0%N/A0.136%
2/26/2024Centaurus Financial Inc.25,825$836K0.1%-44.0%0.875%
2/9/2024SageView Advisory Group LLC245,273$7.94M0.3%+3,183.0%8.314%
2/9/2024 Central Valley Advisors LLC20,129$652K0.4%N/A0.682%
2/7/2024Avantax Advisory Services Inc.6,419$208K0.0%-64.0%0.218%
2/7/2024 Berger Financial Group Inc12,547$406K0.0%N/A0.425%
2/7/2024Principal Securities Inc.2,389$77K0.0%N/A0.081%
2/6/2024Spire Wealth Management18,586$607K0.0%+264.4%0.630%
2/6/2024U.S. Capital Wealth Advisors LLC12,785$414K0.0%-33.9%0.433%
2/2/2024Truist Financial Corp41,375$1.34M0.0%N/A1.403%
2/1/2024 CWM LLC3,203$104K0.0%-40.7%0.109%
1/31/2024 KFG Wealth Management LLC50,063$1.62M0.7%-14.4%1.697%
1/31/2024Archer Investment Corp13,920$451K0.1%+3.4%0.472%
1/29/2024Compass Advisory Group LLC31,131$1.01M0.5%-11.7%1.055%
1/16/2024 Raymond James Financial Services Advisors Inc.6,619$214K0.0%N/A0.224%
1/11/2024 Brookstone Capital Management441,589$14.29M0.3%+9.2%14.969%
11/16/2023Harbour Investments Inc.7,296$223K0.0%-5.5%0.247%
11/13/2023WCG Wealth Advisors LLC14,686$448K0.0%N/A0.498%
11/13/2023Kestra Advisory Services LLC8,467$258K0.0%-9.5%0.287%
11/9/2023Betterment LLC23,581$720K0.0%+2.8%0.799%
11/8/2023Archer Investment Corp13,463$411K0.1%+14.9%0.456%
11/8/2023Avantax Advisory Services Inc.17,854$545K0.0%-4.2%0.605%
11/3/2023SageView Advisory Group LLC7,471$228K0.0%-44.1%0.253%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors105,251$3.21M0.4%+7.4%3.568%
11/1/2023Money Concepts Capital Corp26,572$811K0.1%-1.9%0.901%
10/25/2023 Retirement Planning Group LLC6,812$208K0.0%-75.7%0.231%
10/24/2023Compass Advisory Group LLC35,253$1.08M0.6%-6.6%1.195%
10/24/2023Cambridge Investment Research Advisors Inc.11,142$340K0.0%-72.1%0.378%
10/23/2023Commonwealth Equity Services LLC315,847$9.64M0.0%-3.2%10.707%
10/20/2023 Brookstone Capital Management404,531$12.35M0.3%+1,357.4%13.713%
10/20/2023U.S. Capital Wealth Advisors LLC19,351$591K0.0%-42.2%0.656%
10/17/2023 KFG Wealth Management LLC58,517$1.79M1.0%-0.6%1.984%
10/11/2023AE Wealth Management LLC25,992$793K0.0%-1.7%0.881%
10/11/2023 CWM LLC5,398$165K0.0%-17.5%0.183%
8/11/2023SageView Advisory Group LLC13,362$399K0.0%-43.5%0.453%
8/10/2023Commonwealth Equity Services LLC326,278$9.75M0.0%-2.1%11.060%
8/10/2023Cetera Investment Advisers16,915$505K0.0%-45.3%0.573%
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8/8/2023Archer Investment Corp11,713$350K0.1%-15.5%0.397%
8/8/2023Brown Wealth Management LLC16,470$492K0.3%N/A0.558%
8/4/2023U.S. Capital Wealth Advisors LLC33,492$1M0.0%-9.6%1.135%
8/3/2023 CWM LLC6,545$195K0.0%-13.6%0.222%
8/2/2023 Cornerstone Wealth Group LLC6,986$209K0.0%N/A0.237%
8/1/2023Money Concepts Capital Corp27,078$809K0.1%+54.0%0.918%
7/31/2023LPL Financial LLC19,095$570K0.0%-5.4%0.582%
7/28/2023Capital Investment Advisory Services LLC5,400$161K0.0%-15.6%0.165%
7/26/2023 Michael S. Ryan Inc.7,533$225K0.2%N/A0.230%
7/26/2023Janney Montgomery Scott LLC11,680$349K0.0%-15.9%0.356%
7/24/2023 Retirement Planning Group LLC28,085$839K0.1%-1.9%0.856%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,974$2.93M0.4%-12.5%2.987%
7/18/2023Compass Advisory Group LLC37,741$1.13M0.6%-2.9%1.151%
7/18/2023 KFG Wealth Management LLC58,862$1.76M1.0%-13.2%1.795%
7/11/2023 Brookstone Capital Management27,757$828K0.0%-30.3%0.846%
7/10/2023AE Wealth Management LLC26,438$790K0.0%-7.0%0.806%
5/22/2023Arete Wealth Advisors LLC29,617$845K0.1%N/A0.884%
5/11/2023U.S. Capital Wealth Advisors LLC37,067$1.06M0.0%+14.1%1.106%
5/11/2023Envestnet Asset Management Inc.20,172$575K0.0%-8.5%0.602%
5/11/2023Commonwealth Equity Services LLC333,440$9.51M0.0%-1.0%9.953%
5/9/2023Archer Investment Corp13,863$395K0.1%-8.5%0.414%
5/9/2023Spire Wealth Management5,201$148K0.0%+62.5%0.155%
5/9/2023 Epic Trust Investment Advisors LLC7,500$214K0.3%-8.9%0.224%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors111,994$3.20M0.5%+97.8%3.343%
5/3/2023Axxcess Wealth Management LLC77,050$2.20M0.2%-1.5%2.300%
5/2/2023V Wealth Advisors LLC15,961$455K0.1%-5.6%0.476%
5/1/2023Arete Wealth Advisors LLC29,617$844.80B0.1%N/A0.884%
5/1/2023Money Concepts Capital Corp17,587$347K0.0%-47.7%0.525%
5/1/2023 CWM LLC7,574$216K0.0%-6.1%0.226%
4/28/2023Avantax Advisory Services Inc.17,793$508K0.0%+2.4%0.531%
4/28/2023Ameritas Advisory Services LLC7,090$204K0.0%N/A0.212%
4/28/2023Janney Montgomery Scott LLC13,880$396K0.0%-8.6%0.414%
4/21/2023Capital Investment Advisory Services LLC6,400$183K0.0%-14.7%0.191%
4/20/2023Compass Advisory Group LLC38,859$1.11M0.6%-3.4%1.160%
4/19/2023 Brookstone Capital Management39,829$1.15M0.0%-92.6%1.189%
4/14/2023AE Wealth Management LLC28,443$811K0.0%-3.8%0.775%
4/14/2023 KFG Wealth Management LLC67,799$1.95M1.3%-7.1%1.847%
4/14/2023 Raymond James & Associates7,175$205K0.0%N/A0.196%
3/6/2023OLD Mission Capital LLC20,387$556K0.0%N/A0.000%
2/15/2023Axxcess Wealth Management LLC78,200$2.13M0.2%N/A0.000%
2/13/2023Betterment LLC23,302$636K0.0%-34.5%0.000%
2/10/2023CoreCap Advisors LLC2,068$56K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.146,429$3.99M0.0%-46.1%0.000%
2/8/2023Capital Analysts LLC1,677$46K0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.13,959$381K0.0%+14.2%0.000%
2/7/2023Bedel Financial Consulting Inc.51,051$1.39M0.3%-1.2%0.000%
2/7/2023Commonwealth Equity Services LLC336,842$9.19M0.0%+672.3%0.000%
2/7/2023Envestnet Asset Management Inc.22,054$602K0.0%N/A0.000%
2/6/2023Arete Wealth Advisors LLC27,162$740.98B0.1%-17.3%0.000%
2/3/2023Blue Bell Private Wealth Management LLC1,600$44K0.0%N/A0.000%
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2/3/2023Archer Investment Corp15,155$413K0.2%+4.0%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC32,479$886K0.0%N/A0.000%
2/1/2023 CWM LLC8,069$220K0.0%-33.4%0.000%
2/1/2023Creative Financial Designs Inc. ADV6,800$186K0.0%+750.0%0.000%
1/31/2023AE Wealth Management LLC29,567$807K0.0%+27.2%0.000%
1/30/2023 David R. Rahn & Associates Inc.12,279$335K0.2%+41.5%0.000%
1/20/2023V Wealth Advisors LLC16,913$461K0.1%-3.9%0.000%
1/19/2023Compass Advisory Group LLC40,235$1.12M0.6%-26.3%0.000%
1/19/2023 Retirement Planning Group28,642$781K0.1%N/A0.000%
1/18/2023 KFG Wealth Management LLC72,961$1.99M2.0%N/A0.000%
(Data available from 1/1/2016 forward)

UOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UOCT shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - October. The most heavily invested institutionals were Commonwealth Equity Services LLC ($9.64M), SageView Advisory Group LLC ($7.94M), Advisor Group Holdings Inc. ($3.99M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.21M), Axxcess Wealth Management LLC ($2.20M), KFG Wealth Management LLC ($1.65M), and Brookstone Capital Management ($1.61M).Learn more on UOCT's institutional investors.

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

Of the 37 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($483.02K), Commonwealth Equity Services LLC ($293.23K), SageView Advisory Group LLC ($237.80K), Axxcess Wealth Management LLC ($78.20K), KFG Wealth Management LLC ($72.96K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.65K), and Arete Wealth Advisors LLC ($59.23K).

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

Institutional investors have bought a total of 1,604,563 shares in the last 24 months. This purchase volume represents approximately $47.30M in transactions.

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

Of the 29 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($904.41K), Advisor Group Holdings Inc. ($125.44K), Cambridge Investment Research Advisors Inc. ($28.81K), U.S. Capital Wealth Advisors LLC ($24.28K), KFG Wealth Management LLC ($23.76K), Compass Advisory Group LLC ($23.46K), and Retirement Planning Group LLC ($21.83K).

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

Institutional investors have sold a total of 1,314,213 shares in the last 24 months. This volume of shares sold represents approximately $39.77M in transactions.


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This page (BATS:UOCT) was last updated on 4/25/2024 by MarketBeat.com Staff

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