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 105 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
406
shares
|
$16,625
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
270
shares
|
$11,056
0.0% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
166
shares
|
$6,797
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
35
shares
|
$1,433
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
27
shares
|
$1,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|