Free Trial
→ Trump’s Sending THIS Crypto Higher on Purpose (From Crypto 101 Media) (Ad) Free UJAN Stock Alerts

Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) Institutional Ownership

$38.83 +0.06 (+0.15%)
(As of 12/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - January (BATS:UJAN)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$85.50M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$30.95M
Get UJAN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - January stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UJAN Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - January Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC10,611$404K0.0%-21.3%0.195%
11/15/2024 Continuum Advisory LLC9,699$375K0.0%+11.3%0.179%
11/15/2024 Jane Street Group LLC36,706$1.40M0.0%+356.7%0.676%
11/14/2024 Tradition Wealth Management LLC57,847$2.20M0.2%-32.4%1.065%
11/13/2024 WorthPointe LLC9,642$367K0.2%+8.1%0.178%
11/13/2024 Townsquare Capital LLC10,087$384K0.0%N/A0.186%
11/6/2024 Archer Investment Corp1,623$62K0.0%-97.0%0.030%
11/5/2024 Harbour Investments Inc.11,124$423K0.0%-5.2%0.205%
11/2/2024 XML Financial LLC8,573$326K0.0%-12.2%0.158%
10/25/2024 Strategic Blueprint LLC160,163$6.09M0.4%-0.9%2.950%
10/25/2024 Worth Financial Advisory Group LLC32,427$1.23M0.7%-2.0%0.597%
10/23/2024 Allworth Financial LP69,580$2.65M0.0%-10.7%1.281%
10/18/2024Raymond James & Associates66,511$2.53M0.0%+59.3%1.225%
10/18/2024Accurate Wealth Management LLC24,382$932K0.2%-3.4%0.449%
10/9/2024 Fermata Advisors LLC559,943$21.31M4.3%+4.4%10.312%
10/9/2024 Maltin Wealth Management Inc.19,713$750K0.4%-1.7%0.363%
10/8/2024 CWM LLC30,120$1.15M0.0%+367.7%0.555%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors156,921$5.97M0.5%+3.4%2.890%
10/8/2024 Brookstone Capital Management45,023$1.71M0.0%-14.2%0.829%
8/22/2024 Cetera Investment Advisers36,606$1.36M0.0%-12.8%0.674%
8/21/2024 Truist Financial Corp87,161$3.24M0.0%-0.6%1.605%
8/16/2024 Long Island Wealth Management Inc.39,954$1.48M1.0%-4.5%0.736%
8/8/2024 Main Street Financial Solutions LLC7,300$271K0.0%-17.0%0.134%
8/7/2024 MGO One Seven LLC131,858$4.89M0.2%-15.5%2.428%
8/7/2024 Ashton Thomas Private Wealth LLC1,299$48K0.0%N/A0.024%
8/6/2024 Chris Bulman Inc3,154$117K0.1%N/A0.058%
8/2/2024 Archer Investment Corp53,674$1.99M0.6%-2.4%0.988%
7/31/2024 Spire Wealth Management27,050$1.00M0.0%-19.4%0.498%
7/31/2024Commonwealth Equity Services LLC255,026$9.46M0.0%-3.6%4.697%
7/29/2024 Nations Financial Group Inc. IA ADV22,751$844K0.1%+4.7%0.419%
7/27/2024 Strategic Blueprint LLC161,546$6.00M0.4%-2.1%2.975%
7/26/2024 Cambridge Investment Research Advisors Inc.74,275$2.76M0.0%-2.5%1.368%
7/19/2024 KFG Wealth Management LLC31,677$1.18M0.5%-2.0%0.583%
7/19/2024Raymond James & Associates41,739$1.55M0.0%+34.4%0.769%
7/19/2024MBL Wealth LLC19,755$733K0.1%-34.9%0.364%
7/18/2024 Brookstone Capital Management52,504$1.96M0.0%-88.5%0.967%
7/18/2024 Triad Wealth Partners LLC1,502$56K0.0%N/A0.028%
7/13/2024 Fermata Advisors LLC536,138$19.90M4.6%+7.8%9.874%
7/10/2024 CWM LLC6,440$239K0.0%+21.0%0.119%
7/2/2024 Waller Financial Planning Group Inc.7,608$282K0.1%N/A0.140%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
5/24/2024Cetera Advisors LLC31,394$1.13M0.0%-15.9%0.578%
5/17/2024 XML Financial LLC9,971$360K0.0%-4.7%0.184%
5/14/2024 JT Stratford LLC15,295$552K0.1%-3.0%0.282%
5/9/2024 Kingsview Wealth Management LLC8,612$311K0.0%-3.7%0.159%
5/9/2024 Delta Investment Management LLC26,226$947K0.2%+93.5%0.483%
5/9/2024 Koshinski Asset Management Inc.5,755$208K0.0%-35.9%0.106%
5/8/2024 Berkshire Money Management Inc.80,010$2.89M0.3%-1.1%1.473%
5/8/2024 Avantax Advisory Services Inc.8,117$293K0.0%-4.7%0.149%
5/7/2024 PFG Advisors52,509$1.90M0.1%+26.7%0.967%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors107,490$3.88M0.5%-1.5%1.980%
5/1/2024 Worth Financial Advisory Group LLC33,097$1.20M0.8%N/A0.610%
4/30/2024 Valtinson Bruner Financial Planning LLC5,695$206K0.1%N/A0.105%
4/29/2024Commonwealth Equity Services LLC264,424$9.55M0.0%+28.2%4.870%
4/25/2024 Cambridge Investment Research Advisors Inc.76,182$2.75M0.0%-0.4%1.390%
4/23/2024 Milestone Asset Management LLC6,100$220K0.1%-33.0%0.111%
4/23/2024 Nations Financial Group Inc. IA ADV21,726$784K0.1%N/A0.396%
4/23/2024 Strategic Blueprint LLC164,976$5.96M0.4%-5.6%3.011%
4/23/2024Accurate Wealth Management LLC28,974$1.02M0.3%+7.6%0.529%
4/22/2024MBL Wealth LLC30,365$1.10M0.1%N/A0.554%
4/19/2024 KFG Wealth Management LLC32,332$1.17M0.5%+66.1%0.590%
4/15/2024 Brookstone Capital Management455,125$16.43M0.3%+3,439.3%8.305%
4/12/2024 Fermata Advisors LLC497,435$17.96M4.0%N/A12.593%
4/12/2024 Central Valley Advisors LLC6,467$233K0.1%N/A0.164%
4/11/2024RFG Advisory LLC17,152$619K0.0%N/A0.434%
3/6/2024 SageView Advisory Group LLC1,000,227$34.44M1.2%N/A25.322%
2/23/2024 Chicago Partners Investment Group LLC17,508$610K0.0%+28.6%0.443%
2/9/2024 Cambridge Investment Research Advisors Inc.76,470$2.63M0.0%-25.8%1.936%
2/8/2024 Kingsview Wealth Management LLC8,945$308K0.0%-3.4%0.226%
2/7/2024 Avantax Advisory Services Inc.8,516$293K0.0%-23.2%0.216%
2/7/2024 Principal Securities Inc.2,218$76K0.0%N/A0.056%
2/6/2024 Spire Wealth Management33,573$1.17M0.0%+195.8%0.850%
2/2/2024 Delta Investment Management LLC13,554$467K0.1%+53.9%0.343%
2/2/2024 Truist Financial Corp78,373$2.70M0.0%+0.7%1.984%
2/1/2024 CWM LLC4,854$167K0.0%-33.9%0.123%
1/31/2024 KFG Wealth Management LLC19,463$670K0.3%-34.9%0.493%
1/31/2024 Archer Investment Corp30,861$1.06M0.3%-49.7%0.781%
1/29/2024 Koshinski Asset Management Inc.8,980$309K0.0%+8.4%0.227%
1/29/2024 Compass Advisory Group LLC26,623$917K0.4%-16.6%0.674%
1/25/2024 Strategic Blueprint LLC174,786$6.02M0.5%-48.8%4.425%
1/19/2024 PFG Advisors41,456$1.43M0.1%N/A1.050%
1/18/2024 Maltin Wealth Management Inc.20,063$691K0.4%-1.8%0.508%
1/16/2024Raymond James Financial Services Advisors Inc.13,065$450K0.0%-11.7%0.331%
1/12/2024Accurate Wealth Management LLC26,920$928K0.3%-9.3%0.682%
1/11/2024 Brookstone Capital Management12,859$443K0.0%-2.8%0.326%
11/16/2023 Orion Capital Management LLC5,183$169K0.1%N/A0.131%
11/15/2023 SRS Capital Advisors Inc.928$30K0.0%-69.4%0.023%
11/8/2023 Archer Investment Corp61,319$2.00M0.7%-5.0%1.552%
11/7/2023 Kingsview Wealth Management LLC9,257$301K0.0%-13.3%0.234%
11/7/2023 Prosperity Financial Group Inc.8,009$261K0.2%-4.2%0.203%
11/6/2023 XML Financial LLC10,458$341K0.0%+3.8%0.265%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors98,813$3.22M0.4%+6.3%2.502%
10/26/2023 Chicago Partners Investment Group LLC13,612$439K0.0%-25.9%0.345%
10/24/2023 4J Wealth Management LLC7,897$257K0.3%-30.4%0.200%
10/24/2023 Compass Advisory Group LLC31,931$1.04M0.5%-16.0%0.808%
10/24/2023Raymond James & Associates18,654$608K0.0%-4.8%0.472%
10/24/2023 Cambridge Investment Research Advisors Inc.103,014$3.36M0.0%-2.3%2.608%
10/23/2023Commonwealth Equity Services LLC211,838$6.90M0.0%-14.0%5.363%
10/18/2023 Koshinski Asset Management Inc.8,285$270K0.0%+31.0%0.210%
10/18/2023 Strategic Blueprint LLC341,699$11.13M1.0%-7.8%8.651%
10/17/2023 KFG Wealth Management LLC29,919$974K0.5%-3.6%0.757%
(Data available from 1/1/2016 forward)

UJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJAN shares?

During the previous two years, 95 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - January. The most heavily invested institutionals were SageView Advisory Group LLC ($34.44M), Fermata Advisors LLC ($21.31M), Acute Investment Advisory LLC ($14.61M), Commonwealth Equity Services LLC ($9.46M), Advisor Group Holdings Inc. ($9.30M), Strategic Blueprint LLC ($6.09M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.97M).Learn more on UJAN's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - January stock?

Of the 60 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($1.00M), Fermata Advisors LLC ($559.94K), Brookstone Capital Management ($442.27K), Acute Investment Advisory LLC ($323.57K), Envestnet Asset Management Inc. ($133.95K), Truist Financial Corp ($72.27K), and Arete Wealth Advisors LLC ($70.63K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - January?

Institutional investors have bought a total of 3,337,455 shares in the last 24 months. This purchase volume represents approximately $113.67M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - January major shareholders have been selling company stock?

Of the 62 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($746.44K), Soltis Investment Advisors LLC ($494.95K), Compass Advisory Group LLC ($354.89K), Commonwealth Equity Services LLC ($276.97K), Strategic Blueprint LLC ($223.02K), Osaic Holdings Inc. ($169.34K), and Archer Investment Corp ($115.83K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - January?

Institutional investors have sold a total of 3,207,177 shares in the last 24 months. This volume of shares sold represents approximately $103.10M in transactions.


Related Companies

This page (BATS:UJAN) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored