Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $87.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
251,062
shares
|
$8.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
241,498
shares
|
$8.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
229,407
shares
|
$7.65 Million
0.64% of portfolio
|
Q4 2024
Reduced 64.31%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$7.28 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
205,570
shares
|
$6.85 Million
5.04% of portfolio
|
Q1 2025
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
202,690
shares
|
$6.76 Million
1.73% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
132,950
shares
|
$4.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
97,568
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 65.47%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
88,089
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2025
Added 102.03%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
71,881
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
58,469
shares
|
$1.95 Million
1.76% of portfolio
|
Q1 2025
Added 0.87%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
51,267
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
45,348
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
41,444
shares
|
$1.38 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
36,896
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
32,647
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,600
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
30,156
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,988
shares
|
$999,799
0.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
26,919
shares
|
$897,479
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,419
shares
|
$880,809
0.0% of portfolio
|
Q1 2025
Reduced 35.3%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,736
shares
|
$858,038
0.0% of portfolio
|
Q1 2025
Reduced 36.12%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,762
shares
|
$792,225
0.0% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
23,406
shares
|
$780,356
0.3% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
20,889
shares
|
$696,439
0.05% of portfolio
|
Q4 2024
Reduced 3.74%
|