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 |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
7,531
shares
|
$261,702
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,499
shares
|
$260,590
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,965
shares
|
$242,033
0.0% of portfolio
|
Q2 2024
Reduced 27.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,308
shares
|
$184,453
0.02% of portfolio
|
Q3 2024
Added 76.93%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,366
shares
|
$151,718
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$149,425
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
4,011
shares
|
$139,382
0.09% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,480
shares
|
$120,930
0.02% of portfolio
|
Q2 2024
Reduced 66.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,821
shares
|
$98,029
0.0% of portfolio
|
Q1 2024
Added 9.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
557
shares
|
$19,355
0.0% of portfolio
|
Q3 2024
Added 468.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
418
shares
|
$14,525
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
71
shares
|
$2,467
0.0% of portfolio
|
Q1 2023
Reduced 61.2%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
40
shares
|
$1,390
0.0% of portfolio
|
Q1 2024
Reduced 97.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7
shares
|
$243
0.0% of portfolio
|
Q4 2023
Reduced 99.86%
|