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 50 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $47.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,685
shares
|
$515,737
0.0% of portfolio
|
Q1 2025
Added 38.8%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,868
shares
|
$487,044
0.04% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
12,986
shares
|
$456,068
0.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
12,189
shares
|
$428,077
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,352
shares
|
$363,562
0.05% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,818
shares
|
$344,808
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
9,478
shares
|
$332,867
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,220
shares
|
$323,806
0.02% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
7,070
shares
|
$248,298
0.02% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,905
shares
|
$242,503
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,766
shares
|
$237,621
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
6,405
shares
|
$224,943
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,111
shares
|
$214,618
0.01% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,448
shares
|
$156,213
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,060
shares
|
$142,587
0.0% of portfolio
|
Q2 2024
Added 116.53%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
3,084
shares
|
$108,310
0.06% of portfolio
|
Q3 2024
Reduced 19.62%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,793
shares
|
$98,090
0.0% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,787
shares
|
$97,879
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,781
shares
|
$62,548
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,500
shares
|
$52,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
932
shares
|
$32,731
0.04% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
181
shares
|
$6,356
0.0% of portfolio
|
Q1 2024
Reduced 59.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
148
shares
|
$5,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
124
shares
|
$4,354
0.0% of portfolio
|
Q3 2024
Reduced 55.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|