QBUF Institutional Ownership
Innovator Nasdaq-100 10 Buffer ETF
1W: -0.6%
1M: +1.2%
3M: +1.2%
YTD: +5.7%
1Y: +7.7%
$30.98
+0.12 (+0.37%)
Weekly Expected Move ±0.9%
$30
$31
$31
$31
$32
Overview
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Institutional Ownership — QBUF
65
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
104M
Total Invested
7
New Positions
23
Increased
28
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CENTRAL VALLEY ADVISORS, LLC | 428,086 | $13M | +398 | +0.1% | 7Q | SEC ↗ |
| 2 | Prasad Wealth Partners, LLC | 389,781 | $12M | +70,963 | +22.3% | 4Q | SEC ↗ |
| 3 | Mutual Advisors, LLC | 268,610 | $8M | -30,609 | -10.2% | 8Q | SEC ↗ |
| 4 | Sovran Advisors, LLC | 202,497 | $6M | +56,598 | +38.8% | 6Q | SEC ↗ |
| 5 | CENTAURUS FINANCIAL, INC. | 187,194 | $6M | +42,583 | +29.4% | 7Q | SEC ↗ |
| 6 | SMART Wealth LLC | 179,444 | $6M | -29,329 | -14.0% | 6Q | SEC ↗ |
| 7 | CreativeOne Wealth, LLC | 172,638 | $5M | +104,568 | +153.6% | 3Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 140,000 | $4M | +85,391 | +156.4% | 8Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 139,875 | $4M | -140,210 | -50.1% | 7Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 103,266 | $3M | -5,354 | -4.9% | 4Q | SEC ↗ |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | 100,421 | $3M | -2,191 | -2.1% | 6Q | SEC ↗ |
| 12 | Beacon Pointe Advisors, LLC | 99,760 | $3M | -216 | -0.2% | 2Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 87,859 | $3M | -700 | -0.8% | 8Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 67,239 | $2M | -128,623 | -65.7% | 7Q | SEC ↗ |
| 15 | Kingsview Wealth Management, LLC | 64,523 | $2M | +26,454 | +69.5% | 5Q | SEC ↗ |
| 16 | PlanVest Financial, Inc | 61,772 | $2M | +2,421 | +4.1% | 2Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 60,242 | $2M | +2,436 | +4.2% | 7Q | SEC ↗ |
| 18 | Summit Financial, LLC NEW | 53,293 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | HOLLENCREST CAPITAL MANAGEMENT | 46,034 | $1M | -1,323,057 | -96.6% | 7Q | SEC ↗ |
| 20 | Brookstone Capital Management | 43,322 | $1M | -465 | -1.1% | 3Q | SEC ↗ |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 42,846 | $1M | -26,294 | -38.0% | 5Q | SEC ↗ |
| 22 | CRUX WEALTH ADVISORS | 41,572 | $1M | +6,149 | +17.4% | 6Q | SEC ↗ |
| 23 | ARQ WEALTH ADVISORS, LLC | 29,793 | $923K | +6,424 | +27.5% | 6Q | SEC ↗ |
| 24 | RED CRANE WEALTH MANAGEMENT, LLC | 28,736 | $890K | +3,309 | +13.0% | 6Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 26,777 | $830K | +161 | +0.6% | 8Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 23,962 | $742K | +1,060 | +4.6% | 6Q | SEC ↗ |
| 27 | Sugar Maple Asset Management, LLC | 23,943 | $742K | -573 | -2.3% | 7Q | SEC ↗ |
| 28 | Triumph Capital Management | 23,057 | $714K | +1,044 | +4.7% | 8Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 21,633 | $670K | +901 | +4.3% | 6Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 20,538 | $636K | -1,786 | -8.0% | 6Q | SEC ↗ |
| 31 | LPL Financial LLC | 20,371 | $631K | +6,929 | +51.5% | 4Q | SEC ↗ |
| 32 | Bright Futures Wealth Management, LLC. | 18,379 | $569K | -968 | -5.0% | 4Q | SEC ↗ |
| 33 | Valmark Advisers, Inc. NEW | 16,445 | $510K | — | +0.0% | 1Q | SEC ↗ |
| 34 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 16,182 | $501K | +1,088 | +7.2% | 3Q | SEC ↗ |
| 35 | Keating Financial Advisory Services, I | 13,890 | $430K | +881 | +6.8% | 3Q | SEC ↗ |
| 36 | MTM FINANCIAL GROUP, LLC | 13,834 | $429K | +598 | +4.5% | 5Q | SEC ↗ |
| 37 | Stratos Wealth Advisors, LLC | 12,199 | $378K | +4,124 | +51.1% | 3Q | SEC ↗ |
| 38 | KESTRA PRIVATE WEALTH SERVICES, LLC | 11,022 | $341K | -55,265 | -83.4% | 5Q | SEC ↗ |
| 39 | Pitti Group Wealth Management, LLC | 10,584 | $328K | +1,100 | +11.6% | 3Q | SEC ↗ |
| 40 | CALTON & ASSOCIATES, INC. | 9,873 | $306K | +803 | +8.9% | 3Q | SEC ↗ |
| 41 | Diversify Advisory Services, LLC NEW | 9,720 | $301K | — | +0.0% | 1Q | SEC ↗ |
| 42 | DIVERSIFY WEALTH MANAGEMENT, LLC | 9,720 | $301K | — | +0.0% | 2Q | SEC ↗ |
| 43 | Visionary Wealth Advisors | 9,333 | $289K | — | +0.0% | 7Q | SEC ↗ |
| 44 | HARBOUR INVESTMENTS, INC. | 8,995 | $279K | -691 | -7.1% | 8Q | SEC ↗ |
| 45 | TrustBank | 8,657 | $268K | — | +0.0% | 3Q | SEC ↗ |
| 46 | YARGER WEALTH STRATEGIES, LLC NEW | 6,573 | $204K | — | +0.0% | 1Q | SEC ↗ |
| 47 | First Heartland Consultants, Inc. NEW | 6,522 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 48 | WealthShield Partners, LLC | 4,000 | $124K | — | +0.0% | 7Q | SEC ↗ |
| 49 | Clearstead Advisors, LLC | 1,930 | $60K | -994 | -34.0% | 2Q | SEC ↗ |
| 50 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,219 | $38K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 53,293 | $2M |
| Valmark Advisers, Inc. | 16,445 | $510K |
| Diversify Advisory Services, LLC | 9,720 | $301K |
| YARGER WEALTH STRATEGIES, LLC | 6,573 | $204K |
| First Heartland Consultants, Inc. | 6,522 | $202K |
| FIDUCIARY FINANCIAL ADVISORS | 1,219 | $38K |
| Mosley Wealth Management | 102 | $3K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPTIMA CAPITAL LLC | 51,180 | $2M |
| Crown Wealth Group, LLC | 25,959 | $804K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 22,747 | $705K |
| CITADEL ADVISORS LLC | 17,646 | $547K |
| OLD MISSION CAPITAL LLC | 11,687 | $362K |
| Blue Trust, Inc. | 2,998 | $93K |
| MAI Capital Management | 2,176 | $67K |
| UBS Group AG | 673 | $21K |
| ROYAL BANK OF CANADA | 105 | $3K |
| Lloyd Advisory Services, LLC. | 9 | $0K |