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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
779
shares
|
$30,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
613
shares
|
$23,790
0.0% of portfolio
|
Q4 2024
Added 64.78%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
586
shares
|
$22,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
410
shares
|
$15,912
0.0% of portfolio
|
Q3 2024
Reduced 90.09%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
406
shares
|
$15,756
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
385
shares
|
$14,941
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
263
shares
|
$10,207
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
245
shares
|
$9,508
0.0% of portfolio
|
Q4 2024
Reduced 74.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
138
shares
|
$5,355
0.0% of portfolio
|
Q4 2024
Reduced 93.76%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
35
shares
|
$1,358
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
27
shares
|
$1,047
0.0% of portfolio
|
Q3 2024
New holding
|