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 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
13,036
shares
|
$443,875
0.31% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,479
shares
|
$424,909
0.0% of portfolio
|
Q2 2024
Added 51.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,435
shares
|
$423,411
0.04% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,033
shares
|
$341,623
0.0% of portfolio
|
Q3 2024
Added 40.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,688
shares
|
$329,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
9,478
shares
|
$322,725
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
7,231
shares
|
$246,215
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
7,125
shares
|
$242,606
0.01% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,981
shares
|
$237,703
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,967
shares
|
$237,226
0.01% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,893
shares
|
$234,706
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6,524
shares
|
$222,142
0.03% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
6,405
shares
|
$218,090
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
6,398
shares
|
$217,851
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,454
shares
|
$151,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,060
shares
|
$138,243
0.0% of portfolio
|
Q2 2024
Added 116.53%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,084
shares
|
$105,010
0.06% of portfolio
|
Q3 2024
Reduced 19.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,852
shares
|
$97,110
0.0% of portfolio
|
Q3 2024
Reduced 57.84%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,781
shares
|
$60,643
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,132
shares
|
$38,544
0.03% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
489
shares
|
$16,650
0.0% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
181
shares
|
$6,163
0.0% of portfolio
|
Q1 2024
Reduced 59.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
145
shares
|
$4,937
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
124
shares
|
$4,222
0.0% of portfolio
|
Q3 2024
Reduced 55.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|