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 82 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 $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
9,521
shares
|
$370,557
0.05% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,152
shares
|
$356,195
0.02% of portfolio
|
Q3 2024
Added 36.21%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
8,573
shares
|
$333,661
0.03% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,919
shares
|
$308,207
0.02% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,842
shares
|
$305,210
0.03% of portfolio
|
Q2 2024
Added 36.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,727
shares
|
$300,734
0.0% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,891
shares
|
$268,197
0.0% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
6,467
shares
|
$251,695
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,263
shares
|
$243,755
0.11% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
5,695
shares
|
$221,649
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,600
shares
|
$217,952
0.01% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,137
shares
|
$161,012
0.01% of portfolio
|
Q2 2024
Reduced 67.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,675
shares
|
$143,031
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,618
shares
|
$101,892
0.0% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,475
shares
|
$96,327
0.01% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,442
shares
|
$95,042
0.0% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,211
shares
|
$86,052
0.0% of portfolio
|
Q3 2024
Added 276.66%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,700
shares
|
$66,164
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,623
shares
|
$63,167
0.02% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,305
shares
|
$50,790
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,095
shares
|
$42,617
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$38,920
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
952
shares
|
$37,051
0.0% of portfolio
|
Q3 2024
Reduced 57.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
815
shares
|
$31,719
0.0% of portfolio
|
Q1 2024
Reduced 4.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$30,318
0.0% of portfolio
|
Q3 2024
New holding
|