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 68 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $85.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,858
shares
|
$263,635
0.06% of portfolio
|
Q3 2024
Added 134.01%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
7,669
shares
|
$257,294
0.02% of portfolio
|
Q3 2024
Reduced 57.3%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
7,531
shares
|
$252,665
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,499
shares
|
$251,591
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,965
shares
|
$233,675
0.0% of portfolio
|
Q2 2024
Reduced 27.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,546
shares
|
$219,618
0.01% of portfolio
|
Q4 2024
Reduced 40.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,308
shares
|
$178,083
0.02% of portfolio
|
Q3 2024
Added 76.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$140,910
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,959
shares
|
$132,824
0.09% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,773
shares
|
$93,034
0.01% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,472
shares
|
$82,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,446
shares
|
$82,063
0.0% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
985
shares
|
$33,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
687
shares
|
$23,048
0.0% of portfolio
|
Q4 2024
Added 64.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
459
shares
|
$15,399
0.0% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$15,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$1,342
0.0% of portfolio
|
Q1 2024
Reduced 97.99%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
39
shares
|
$1,308
0.0% of portfolio
|
Q4 2024
Reduced 45.07%
|