Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
213,974
shares
|
$7.04 Million
0.59% of portfolio
|
Q4 2024
Reduced 22.41%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
153,090
shares
|
$5.04 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
122,795
shares
|
$4.04 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
119,360
shares
|
$3.93 Million
1.01% of portfolio
|
Q1 2025
Reduced 31.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,476
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,661
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
43,251
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
35,885
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
35,102
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
31,470
shares
|
$1.04 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
27,675
shares
|
$910,230
0.58% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
27,452
shares
|
$902,896
0.04% of portfolio
|
Q4 2024
Added 60.29%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
26,790
shares
|
$881,123
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,170
shares
|
$860,731
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
26,137
shares
|
$859,645
0.78% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,779
shares
|
$814,981
0.0% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,087
shares
|
$759,331
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
21,881
shares
|
$719,666
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
21,703
shares
|
$713,811
0.27% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
21,170
shares
|
$696,281
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
20,582
shares
|
$676,941
0.0% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,447
shares
|
$573,831
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
17,235
shares
|
$566,859
0.17% of portfolio
|
Q3 2023
Reduced 28.78%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
15,353
shares
|
$504,960
0.1% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,868
shares
|
$456,118
0.04% of portfolio
|
Q2 2024
Reduced 3.27%
|