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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
18,405
shares
|
$637,365
0.04% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
17,500
shares
|
$606,025
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
16,057
shares
|
$556,053
0.15% of portfolio
|
Q3 2024
Added 67.75%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
14,940
shares
|
$517,372
0.56% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
14,860
shares
|
$514,601
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,445
shares
|
$500,230
0.0% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
14,215
shares
|
$492,265
0.2% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,029
shares
|
$485,824
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,643
shares
|
$472,457
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
13,510
shares
|
$467,851
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
13,087
shares
|
$453,202
0.21% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
12,622
shares
|
$437,099
0.09% of portfolio
|
Q3 2024
Added 73.17%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
12,583
shares
|
$435,749
0.15% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
12,148
shares
|
$420,685
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,064
shares
|
$383,146
0.0% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,045
shares
|
$382,488
0.02% of portfolio
|
Q3 2024
Added 185.84%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
11,017
shares
|
$381,518
0.05% of portfolio
|
Q3 2024
Reduced 20.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,688
shares
|
$370,125
0.0% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,446
shares
|
$361,744
0.08% of portfolio
|
Q3 2024
Reduced 27.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,295
shares
|
$321,885
0.01% of portfolio
|
Q3 2024
Added 45.62%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
9,018
shares
|
$312,293
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
8,809
shares
|
$305,055
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
8,595
shares
|
$297,644
0.04% of portfolio
|
Q3 2024
Reduced 27.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,858
shares
|
$272,122
0.05% of portfolio
|
Q3 2024
Added 134.01%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
7,669
shares
|
$265,577
0.02% of portfolio
|
Q3 2024
Reduced 57.3%
|