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 60 institutions that hold shares in the stock, with a total of 2.32 Million shares, which have been reported (via 13F filing form) to have a value of $78.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
534,433
shares
|
$18.1 Million
0.33% of portfolio
|
Q2 2024
Added 897.0%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
255,482
shares
|
$8.65 Million
0.05% of portfolio
|
Q2 2024
Added 9.79%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
216,210
shares
|
$7.32 Million
3.07% of portfolio
|
Q2 2024
Added 1285.16%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
214,498
shares
|
$7.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
210,344
shares
|
$7.12 Million
0.76% of portfolio
|
Q2 2024
Added 27.63%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
121,454
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
62,811
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Added 2.68%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
62,716
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2024
Added 5.67%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
60,494
shares
|
$2.05 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
53,323
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2024
Added 278.15%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
39,817
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 7.99%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
37,215
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 103.42%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
32,647
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
30,156
shares
|
$1.02 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
26,760
shares
|
$906,361
0.4% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
24,994
shares
|
$846,546
0.0% of portfolio
|
Q1 2024
Added 5.78%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
24,607
shares
|
$833,439
0.07% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
17,962
shares
|
$608,372
0.05% of portfolio
|
Q2 2024
Added 56.27%
|
|
Fort Washington Investment Advisors Inc
|
Jul 30, 2024 Q2 2024 |
17,500
shares
|
$592,725
0.0% of portfolio
|
Q3 2023
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
15,700
shares
|
$531,759
0.02% of portfolio
|
Q3 2023
Added 19.85%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
15,388
shares
|
$521,191
0.58% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
15,219
shares
|
$515,467
0.0% of portfolio
|
Q2 2024
Added 83.23%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
14,349
shares
|
$486,000
0.12% of portfolio
|
Q2 2024
Reduced 88.82%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
13,783
shares
|
$466,830
0.06% of portfolio
|
Q4 2023
Reduced 38.29%
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 01, 2024 Q1 2024 |
13,404
shares
|
$453,993
0.17% of portfolio
|
Q1 2024
New holding
|