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 64 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $83.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
282,527
shares
|
$9.92 Million
0.02% of portfolio
|
Q3 2024
Added 609.56%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
260,229
shares
|
$9.13 Million
2.33% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
251,954
shares
|
$8.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
229,407
shares
|
$8.05 Million
0.64% of portfolio
|
Q4 2024
Reduced 64.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$7.66 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
132,950
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
71,390
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
53,128
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,563
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
45,348
shares
|
$1.59 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
45,094
shares
|
$1.58 Million
0.32% of portfolio
|
Q3 2024
Added 389.62%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
39,924
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 93.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
38,359
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
32,647
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,600
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
30,540
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 765.16%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
30,156
shares
|
$1.06 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,897
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,880
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,045
shares
|
$949,279
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
24,598
shares
|
$863,389
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
23,431
shares
|
$822,428
0.37% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
21,701
shares
|
$761,705
0.06% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
20,810
shares
|
$730,431
0.38% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,431
shares
|
$646,928
0.05% of portfolio
|
Q3 2024
Added 170.09%
|