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 50 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
205,481
shares
|
$6.76 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
153,090
shares
|
$5.04 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
138,789
shares
|
$4.56 Million
0.36% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
119,360
shares
|
$3.93 Million
1.01% of portfolio
|
Q1 2025
Reduced 31.15%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
43,251
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,686
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
41,223
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 212.08%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
35,885
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
35,102
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
33,174
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 61.18%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
31,470
shares
|
$1.04 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,390
shares
|
$966,637
0.0% of portfolio
|
Q1 2025
Added 27.3%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
27,675
shares
|
$910,230
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
|
$902,896
0.04% of portfolio
|
Q4 2024
Added 60.29%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
26,790
shares
|
$881,123
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,170
shares
|
$860,731
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
26,137
shares
|
$859,645
0.78% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,849
shares
|
$784,393
0.0% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
21,881
shares
|
$719,666
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
21,703
shares
|
$713,811
0.27% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,170
shares
|
$696,281
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,447
shares
|
$573,831
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
17,235
shares
|
$566,859
0.18% of portfolio
|
Q3 2023
Reduced 28.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,702
shares
|
$549,328
0.0% of portfolio
|
Q1 2025
Reduced 80.23%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
15,353
shares
|
$504,960
0.1% of portfolio
|
Q1 2025
Reduced 8.59%
|