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BATS:USEP

Innovator U.S. Equity Ultra Buffer ETF - September - USEP Institutional Ownership

$27.15
+0.22 (+0.82%)
(As of 03/29/2023 12:00 AM ET)
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Compare
Today's Range
$27.06
$27.16
50-Day Range
$26.48
$27.67
52-Week Range
N/A
Volume
7,153 shs
Average Volume
N/A
Market Capitalization
$151.24 million
Assets Under Management
$108.99 million
Dividend Yield
N/A
Net Expense Ratio
0.79%

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - September (BATS:USEP)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$27.23 M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.03 M
Skip Chart & View Institutional Buying and Selling Data

USEP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2023OLD Mission Capital LLC45,825$1.21M0.0%N/A0.000%
2/15/2023Money Concepts Capital Corp39,102$1.03M0.0%+592.6%0.000%
2/14/2023First Commonwealth Financial Corp PA19,327$0.51M0.2%N/A0.000%
2/14/2023Cetera Investment Advisers27,021$0.71M0.0%+1.6%0.000%
2/10/2023Advisor Group Holdings Inc.84,619$2.23M0.0%-16.6%0.000%
2/9/2023HighTower Advisors LLC34,156$0.90M0.0%-18.6%0.000%
2/8/2023UBS Group AG4,293$0.11M0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.30,620$0.81M0.0%-9.9%0.000%
2/7/2023Commonwealth Equity Services LLC24,974$0.66M0.0%+39.9%0.000%
2/7/2023LPL Financial LLC16,863$0.45M0.0%+68.2%0.000%
2/7/2023IFP Advisors Inc7,229$0.18M0.0%+21.5%0.000%
2/7/2023Envestnet Asset Management Inc.16,082$0.43M0.0%-60.4%0.000%
2/6/2023Arete Wealth Advisors LLC50,427$1,331.27B0.1%-7.9%0.000%
2/3/2023Archer Investment Corp143,810$3.80M1.5%-17.3%0.000%
2/1/2023CWM LLC1,098$29K0.0%-43.2%0.000%
1/31/2023Atticus Wealth Management LLC10,000$0.26M0.1%N/A0.000%
1/31/2023Kestra Advisory Services LLC49,370$1.30M0.0%+8.3%0.000%
1/31/2023AE Wealth Management LLC428,041$11.30M0.1%+113.2%0.000%
1/26/2023Strategic Blueprint LLC97,999$2.59M0.3%-6.3%0.000%
1/25/2023Sageworth Trust Co825,986$21.81M1.7%+4.9%0.000%
1/20/2023Miracle Mile Advisors LLC588,675$15.54M0.5%N/A0.000%
1/20/2023Delta Investment Management LLC28,678$0.76M0.2%-6.3%0.000%
1/18/2023KFG Wealth Management LLC20,871$0.55M0.6%N/A0.000%
1/17/2023Donald L. Hagan LLC107,167$2.83M1.8%-14.7%0.000%
1/9/2023Brookstone Capital Management48,825$1.30M0.0%+96.9%0.000%
(Data available from 1/1/2016 forward)













USEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USEP shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - September. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1,331.27B), Sageworth Trust Co ($21.81M), Miracle Mile Advisors LLC ($15.54M), AE Wealth Management LLC ($11.30M), Archer Investment Corp ($3.80M), Donald L. Hagan LLC ($2.83M), and Strategic Blueprint LLC ($2.59M).Learn more on USEP's institutional investors.

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

Of the 15 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Miracle Mile Advisors LLC ($0.59M), AE Wealth Management LLC ($0.23M), OLD Mission Capital LLC ($45.83K), Sageworth Trust Co ($38.39K), Money Concepts Capital Corp ($33.46K), Brookstone Capital Management ($24.03K), and KFG Wealth Management LLC ($20.87K).

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

Institutional investors have bought a total of 1,031,576 shares in the last 24 months. This purchase volume represents approximately $27.23M in transactions.

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

Of the 10 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Archer Investment Corp ($30.06K), Envestnet Asset Management Inc. ($24.55K), Donald L. Hagan LLC ($18.49K), Advisor Group Holdings Inc. ($16.86K), HighTower Advisors LLC ($7.80K), Strategic Blueprint LLC ($6.61K), and Arete Wealth Advisors LLC ($4.32K).

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

Institutional investors have sold a total of 114,835 shares in the last 24 months. This volume of shares sold represents approximately $3.03M in transactions.

This page (BATS:USEP) was last updated on 3/30/2023 by MarketBeat.com Staff