Institutional Ownership Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
8,458
shares
|
$328,254
0.0% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
8,444
shares
|
$327,711
0.03% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
8,310
shares
|
$322,511
0.02% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,842
shares
|
$304,348
0.0% of portfolio
|
Q2 2024
Added 36.26%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,727
shares
|
$299,884
0.0% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
7,571
shares
|
$293,830
0.02% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,896
shares
|
$267,633
0.01% of portfolio
|
Q4 2024
Reduced 59.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
6,891
shares
|
$267,439
0.0% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,626
shares
|
$218,345
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,600
shares
|
$217,336
0.01% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
5,580
shares
|
$216,559
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
5,248
shares
|
$203,674
0.09% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
3,983
shares
|
$154,580
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,800
shares
|
$147,478
0.0% of portfolio
|
Q4 2024
Added 7207.69%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,675
shares
|
$142,626
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,423
shares
|
$132,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,290
shares
|
$127,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,618
shares
|
$101,604
0.0% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,475
shares
|
$96,054
0.01% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,392
shares
|
$92,833
0.0% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,700
shares
|
$65,977
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,200
shares
|
$46,572
0.0% of portfolio
|
Q4 2024
Added 47.24%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,095
shares
|
$42,496
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,057
shares
|
$41,022
0.01% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$38,810
0.01% of portfolio
|
Q1 2023
New holding
|