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 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
24,382
shares
|
$931,636
0.2% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
22,751
shares
|
$869,315
0.07% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
21,844
shares
|
$834,659
0.46% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
20,545
shares
|
$785,024
0.03% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
19,755
shares
|
$754,838
0.09% of portfolio
|
Q2 2024
Reduced 34.94%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,713
shares
|
$753,233
0.41% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
19,104
shares
|
$729,963
0.0% of portfolio
|
Q2 2024
Added 10.85%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
18,695
shares
|
$714,335
0.17% of portfolio
|
Q2 2023
Reduced 4.59%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,508
shares
|
$668,980
0.02% of portfolio
|
Q4 2023
Added 28.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
17,070
shares
|
$652,244
0.02% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
14,945
shares
|
$571,048
0.11% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
13,923
shares
|
$531,997
0.01% of portfolio
|
Q2 2024
Reduced 24.0%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
13,890
shares
|
$530,736
0.14% of portfolio
|
Q1 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
13,478
shares
|
$514,994
0.04% of portfolio
|
Q2 2024
Reduced 53.58%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
13,116
shares
|
$501,162
0.55% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
11,728
shares
|
$448,126
0.02% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
11,720
shares
|
$447,821
0.01% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
11,371
shares
|
$434,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
11,176
shares
|
$427,034
0.0% of portfolio
|
Q2 2024
Added 12.28%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,650
shares
|
$406,936
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,015
shares
|
$382,673
0.03% of portfolio
|
Q3 2024
Reduced 47.93%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,000
shares
|
$382,100
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,897
shares
|
$378,164
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
9,766
shares
|
$373,158
0.04% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$371,859
0.0% of portfolio
|
Q3 2024
Reduced 21.22%
|