
Innovator U.S. Equity Ultra Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 81 institutional investors hold shares in this ETF, with total holdings valued at $93.0M. Tradition Wealth Management, LLC is the largest holder with a position valued at $9.0M.
Overview of institutional ownership in UAPR as of Q3 2025
Institutions with the largest positions in UAPR as of Q3 2025
| Institution | Position Value |
|---|---|
Tradition Wealth Management, LLC RIA/Wealth | $9.0M 0.68% of portfolio |
$8.1M 0.48% of portfolio | |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | $5.7M 0.84% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $5.2M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.9M 0.01% of portfolio |
CWM, LLC RIA/Wealth | $4.2M 0.01% of portfolio |
We Are One Seven, LLC RIA/Wealth | $3.5M 0.08% of portfolio |
Prairie Wealth Advisors, Inc. RIA/Wealth | $3.2M 1.29% of portfolio |
B Berger Financial Group, Inc RIA/Wealth | $3.1M 0.19% of portfolio |
BB&T CORP Institution | $2.9M 0.00% of portfolio |
Institutional buying and selling activity for UAPR in Q3 2025
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$2.8M +-1.8M shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$573.5K +17.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$540.3K +16.8K shares |
+$419.4K +13.1K shares | |
A ATRIA INVESTMENTS LLC Institution | +$403.7K +12.6K shares |
Cetera Investment Advisers RIA/Wealth | +$363.4K +11.3K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | +$348.2K +10.8K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | +$287.7K +9.0K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | +$287.7K +9.0K shares |
T Triad Wealth Partners, LLC RIA/Wealth | +$276.3K +8.6K shares |
| Institution | Net Sold |
|---|---|
Spire Wealth Management RIA/Wealth | −$1.7M −54.3K shares |
S SageView Advisory Group, LLC RIA/Wealth | −$703.7K −21.9K shares |
Signal Advisors Wealth, LLC RIA/Wealth | −$509.5K −15.9K shares |
City Center Advisors, LLC RIA/Wealth | −$508.4K −16.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$478.1K −15.3K shares |
Arkadios Wealth Advisors RIA/Wealth | −$377.3K −12.1K shares |
B Berger Financial Group, Inc RIA/Wealth | −$322.4K −10.0K shares |
P PKS Advisory Services, LLC RIA/Wealth | −$310.5K −9.9K shares |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | −$306.1K −9.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$295.6K −9.2K shares |
Institutions that initiated new positions or completely exited UAPR in Q3 2025
| Institution | Position Value |
|---|---|
Mach-1 Financial Group, Inc. RIA/Wealth | $287.7K 9.0K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $287.7K 9.0K shares |
Vantage Point Financial LLC RIA/Wealth | $254.2K 7.9K shares |
Encompass More Asset Management RIA/Wealth | $232.3K 7.2K shares |
| Institution | Previous Position |
|---|---|
City Center Advisors, LLC RIA/Wealth | $508.4K 16.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $478.1K 15.3K shares |
Arkadios Wealth Advisors RIA/Wealth | $377.3K 12.1K shares |
P PKS Advisory Services, LLC RIA/Wealth | $310.5K 9.9K shares |
Arete Wealth Advisors, LLC RIA/Wealth | $275.7K 8.8K shares |
C Chris Bulman Inc Institution | $259.2K 8.3K shares |
GOLDMAN SACHS GROUP INC Institution | $227.9K 7.3K shares |
HighTower Advisors, LLC RIA/Wealth | $221.9K 7.1K shares |
Seros Financial, LLC RIA/Wealth | $203.9K 6.5K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $115.2K 3.7K shares |
Institutions with the largest Call and Put options positions in UAPR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with UAPR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Kellett Schaffner Wealth Advisors LLC RIA/Wealth | 1.52% $2.5M |
Prairie Wealth Advisors, Inc. RIA/Wealth | 1.29% $3.2M |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 0.84% $5.7M |
C CENTRAL VALLEY ADVISORS, LLC Institution | 0.73% $2.3M |
IMG Wealth Management, Inc. RIA/Wealth | 0.69% $998.0K |
Tradition Wealth Management, LLC RIA/Wealth | 0.68% $9.0M |
0.48% $8.1M | |
R RPS ADVISORY SOLUTIONS LLC Institution | 0.33% $618.5K |
B Bright Futures Wealth Management, LLC. RIA/Wealth | 0.21% $260.4K |
B Berger Financial Group, Inc RIA/Wealth | 0.19% $3.1M |
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