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 83 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$30,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
410
shares
|
$16,186
0.0% of portfolio
|
Q3 2024
Reduced 90.09%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
406
shares
|
$16,028
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
372
shares
|
$14,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
263
shares
|
$10,383
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
63
shares
|
$2,487
0.0% of portfolio
|
Q1 2023
Reduced 60.38%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
52
shares
|
$2,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
27
shares
|
$1,065
0.0% of portfolio
|
Q3 2024
New holding
|