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 68 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $84.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
20,889
shares
|
$697,274
0.05% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
20,810
shares
|
$694,637
0.38% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
18,395
shares
|
$614,025
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
18,228
shares
|
$608,450
0.05% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
17,500
shares
|
$584,150
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
16,258
shares
|
$542,692
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
14,957
shares
|
$499,264
0.58% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
14,182
shares
|
$473,395
0.2% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,101
shares
|
$470,691
0.0% of portfolio
|
Q4 2024
Added 201342.86%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
13,842
shares
|
$462,045
0.13% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,643
shares
|
$455,403
0.0% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
13,643
shares
|
$455,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
13,095
shares
|
$437,111
0.28% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
12,976
shares
|
$433,138
0.24% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
12,075
shares
|
$403,063
0.13% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
11,880
shares
|
$396,554
0.35% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
11,335
shares
|
$378,362
0.13% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,064
shares
|
$369,316
0.0% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
10,960
shares
|
$365,844
0.05% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,224
shares
|
$341,277
0.08% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,832
shares
|
$328,192
0.07% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,572
shares
|
$319,513
0.0% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,018
shares
|
$301,020
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
8,595
shares
|
$286,901
0.04% of portfolio
|
Q3 2024
Reduced 27.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,120
shares
|
$271,045
0.0% of portfolio
|
Q4 2024
New holding
|