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 2.93 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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
574,146
shares
|
$19.9 Million
0.32% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
282,527
shares
|
$9.78 Million
0.02% of portfolio
|
Q3 2024
Added 609.56%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
278,924
shares
|
$9.66 Million
2.75% of portfolio
|
Q3 2024
Added 29.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
251,954
shares
|
$8.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$7.56 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
216,446
shares
|
$7.5 Million
0.62% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
132,950
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
71,390
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
53,323
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2024
Added 278.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,563
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
45,353
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
45,094
shares
|
$1.56 Million
0.32% of portfolio
|
Q3 2024
Added 389.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
38,359
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
32,647
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
31,680
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Added 101.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,600
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
30,540
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 765.16%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
30,156
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,880
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
27,392
shares
|
$948,584
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
24,598
shares
|
$851,828
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
24,453
shares
|
$846,807
0.47% of portfolio
|
Q3 2024
Added 1606.42%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
21,701
shares
|
$751,505
0.06% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
21,006
shares
|
$727,437
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,431
shares
|
$638,265
0.05% of portfolio
|
Q3 2024
Added 170.09%
|