Institutional Ownership Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
536,138
shares
|
$20.4 Million
4.8% of portfolio
|
Q2 2024
Added 7.78%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
255,026
shares
|
$9.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
161,546
shares
|
$6.14 Million
0.43% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
151,806
shares
|
$5.77 Million
0.62% of portfolio
|
Q2 2024
Added 41.23%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
131,858
shares
|
$5.01 Million
0.24% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
98,339
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
87,161
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
85,527
shares
|
$3.25 Million
0.32% of portfolio
|
Q2 2024
Reduced 21.15%
|
|
Berkshire Money Management, Inc.
|
Jul 19, 2024 Q2 2024 |
79,793
shares
|
$3.03 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
77,915
shares
|
$2.96 Million
0.02% of portfolio
|
Q2 2024
Added 5.95%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
74,275
shares
|
$2.82 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
53,674
shares
|
$2.04 Million
0.58% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
52,509
shares
|
$2 Million
0.13% of portfolio
|
Q1 2024
Added 26.66%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
52,504
shares
|
$2 Million
0.04% of portfolio
|
Q2 2024
Reduced 88.46%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
41,739
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Added 34.36%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
40,582
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
39,954
shares
|
$1.52 Million
1.05% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
36,606
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.81%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
33,097
shares
|
$1.26 Million
0.81% of portfolio
|
Q1 2024
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
31,677
shares
|
$1.2 Million
0.51% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
29,435
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
28,732
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 89.18%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
28,529
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
27,788
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
27,050
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2024
Reduced 19.44%
|