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 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
275,792
shares
|
$9.47 Million
0.78% of portfolio
|
Q3 2024
Added 80.72%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
173,374
shares
|
$5.95 Million
1.52% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
163,476
shares
|
$5.61 Million
0.44% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
112,134
shares
|
$3.85 Million
0.32% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
85,956
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
45,311
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
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%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
44,369
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
37,323
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 93.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
37,321
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
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 |
Oct 24, 2024 Q3 2024 |
27,675
shares
|
$950,359
0.54% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
27,523
shares
|
$945,139
0.0% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,279
shares
|
$902,420
0.0% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,761
shares
|
$815,952
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
23,087
shares
|
$792,807
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
22,030
shares
|
$756,510
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
21,997
shares
|
$755,376
0.34% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
21,432
shares
|
$735,974
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
21,260
shares
|
$730,068
0.01% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,647
shares
|
$709,017
0.0% of portfolio
|
Q3 2024
Added 74.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,825
shares
|
$612,110
0.02% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
17,235
shares
|
$591,849
0.16% of portfolio
|
Q3 2023
Reduced 28.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,126
shares
|
$588,106
0.03% of portfolio
|
Q3 2024
Reduced 65.37%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,868
shares
|
$476,227
0.04% of portfolio
|
Q2 2024
Reduced 3.27%
|