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 48 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $48.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
213,974
shares
|
$7.36 Million
0.59% of portfolio
|
Q4 2024
Reduced 22.41%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
173,374
shares
|
$5.96 Million
1.52% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
162,316
shares
|
$5.58 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
122,795
shares
|
$4.22 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,476
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
44,855
shares
|
$1.54 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,661
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
42,608
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
37,323
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 93.61%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
31,470
shares
|
$1.08 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
27,675
shares
|
$951,743
0.58% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
27,452
shares
|
$944,074
0.04% of portfolio
|
Q4 2024
Added 60.29%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
26,209
shares
|
$901,327
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
26,177
shares
|
$900,227
0.0% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,779
shares
|
$852,149
0.0% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,087
shares
|
$793,961
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
21,997
shares
|
$756,476
0.34% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
21,901
shares
|
$753,175
0.0% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
21,432
shares
|
$737,046
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
21,170
shares
|
$728,036
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
20,582
shares
|
$707,814
0.0% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
17,235
shares
|
$592,711
0.17% of portfolio
|
Q3 2023
Reduced 28.78%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
16,795
shares
|
$577,580
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,868
shares
|
$476,920
0.04% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,209
shares
|
$454,257
0.0% of portfolio
|
Q4 2024
New holding
|