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 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $86.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
7,531
shares
|
$264,413
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,499
shares
|
$263,289
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,965
shares
|
$244,541
0.0% of portfolio
|
Q2 2024
Reduced 27.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,308
shares
|
$186,363
0.02% of portfolio
|
Q3 2024
Added 76.93%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,366
shares
|
$153,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$150,973
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,959
shares
|
$139,000
0.09% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,773
shares
|
$97,360
0.01% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,446
shares
|
$85,879
0.0% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
459
shares
|
$16,115
0.0% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
418
shares
|
$14,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$1,404
0.0% of portfolio
|
Q1 2024
Reduced 97.99%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
39
shares
|
$1,369
0.0% of portfolio
|
Q4 2024
Reduced 45.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
7
shares
|
$245
0.0% of portfolio
|
Q4 2023
Reduced 99.86%
|