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 38 institutions that hold shares in the stock, with a total of 1.14 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
315,064
shares
|
$10.1 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
175,860
shares
|
$5.63 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
84,385
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2024
Added 6.13%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
59,091
shares
|
$1.89 Million
0.22% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
53,018
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.3%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
48,269
shares
|
$1.54 Million
0.67% of portfolio
|
Q1 2024
Reduced 26.81%
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
45,093
shares
|
$1.44 Million
0.38% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
33,046
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.95%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
32,794
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
Added 223.35%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
26,059
shares
|
$833,888
0.0% of portfolio
|
Q1 2024
Added 41.19%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
21,432
shares
|
$685,824
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
20,335
shares
|
$650,720
0.01% of portfolio
|
Q3 2023
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
19,582
shares
|
$626,624
0.0% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
19,416
shares
|
$621,312
0.0% of portfolio
|
Q1 2024
Added 90.05%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
18,850
shares
|
$603,200
0.02% of portfolio
|
Q1 2024
Added 0.97%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
18,374
shares
|
$587,968
0.0% of portfolio
|
Q4 2023
Added 0.12%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
17,235
shares
|
$551,520
0.2% of portfolio
|
Q3 2023
Reduced 28.78%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,776
shares
|
$472,832
0.0% of portfolio
|
Q1 2024
Reduced 45.68%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
14,370
shares
|
$459,840
0.04% of portfolio
|
Q1 2024
Added 3.4%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
14,337
shares
|
$458,784
0.05% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
11,942
shares
|
$382,144
0.0% of portfolio
|
Q1 2024
Added 24.98%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
9,062
shares
|
$289,984
0.0% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
8,985
shares
|
$287,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
8,796
shares
|
$281,472
0.08% of portfolio
|
Q1 2024
Reduced 5.42%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
8,254
shares
|
$264,128
0.0% of portfolio
|
Q3 2023
Added 14.61%
|