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 66 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $88.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
260,229
shares
|
$9.21 Million
2.33% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
251,062
shares
|
$8.89 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
241,498
shares
|
$8.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
229,407
shares
|
$8.12 Million
0.64% of portfolio
|
Q4 2024
Reduced 64.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
132,950
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
97,568
shares
|
$3.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 65.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
71,881
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
57,963
shares
|
$2.05 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
53,128
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
45,348
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
43,601
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 42.77%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
41,444
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
40,834
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
40,289
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
39,924
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 93.05%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
32,647
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,600
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
30,156
shares
|
$1.07 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,988
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,897
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,045
shares
|
$957,122
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
25,009
shares
|
$885,068
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
23,431
shares
|
$829,223
0.37% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
20,889
shares
|
$739,261
0.05% of portfolio
|
Q4 2024
Reduced 3.74%
|