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

$39.45 +0.66 (+1.70%)
As of 01/21/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - January (BATS:UJAN)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$84.81M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$32.38M
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UJAN Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025KFG Wealth Management LLC18,746$730K0.1%-33.4%0.345%
1/21/2025RFG Advisory LLC6,896$269K0.0%-59.6%0.127%
1/15/2025 Central Valley Advisors LLC18,831$733K0.3%+191.2%0.347%
1/15/2025 Fermata Advisors LLC540,220$21.04M3.9%-3.5%9.949%
1/14/2025 Accurate Wealth Management LLC25,373$983K0.2%+4.1%0.467%
1/13/2025 Brookstone Capital Management44,120$1.72M0.0%-2.0%0.813%
1/7/2025 FC Advisory LLC5,580$217K0.1%N/A0.103%
12/26/2024JPMorgan Chase & Co.952$36K0.0%-58.0%0.018%
11/18/2024Arete Wealth Advisors LLC10,611$404K0.0%-21.3%0.195%
11/15/2024Continuum Advisory LLC9,699$375K0.0%+11.3%0.179%
11/15/2024Jane Street Group LLC36,706$1.40M0.0%+356.7%0.676%
11/14/2024Tradition Wealth Management LLC57,847$2.20M0.2%-32.4%1.065%
11/13/2024WorthPointe LLC9,642$367K0.2%+8.1%0.178%
11/13/2024Townsquare Capital LLC10,087$384K0.0%N/A0.186%
11/6/2024Archer Investment Corp1,623$62K0.0%-97.0%0.030%
11/5/2024Harbour Investments Inc.11,124$423K0.0%-5.2%0.205%
11/2/2024 XML Financial LLC8,573$326K0.0%-12.2%0.158%
10/25/2024Strategic Blueprint LLC160,163$6.09M0.4%-0.9%2.950%
10/25/2024Worth Financial Advisory Group LLC32,427$1.23M0.7%-2.0%0.597%
10/23/2024Allworth Financial LP69,580$2.65M0.0%-10.7%1.281%
10/18/2024Raymond James & Associates66,511$2.53M0.0%+59.3%1.225%
10/18/2024 Accurate 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%
10/8/2024CWM LLC30,120$1.15M0.0%+367.7%0.555%
10/8/2024C2P 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%
8/22/2024Cetera Investment Advisers36,606$1.36M0.0%-12.8%0.674%
8/21/2024Truist Financial Corp87,161$3.24M0.0%-0.6%1.605%
8/16/2024Long Island Wealth Management Inc.39,954$1.48M1.0%-4.5%0.736%
8/8/2024Main Street Financial Solutions LLC7,300$271K0.0%-17.0%0.134%
8/7/2024MGO One Seven LLC131,858$4.89M0.2%-15.5%2.428%
8/7/2024Ashton Thomas Private Wealth LLC1,299$48K0.0%N/A0.024%
8/6/2024Chris Bulman Inc3,154$117K0.1%N/A0.058%
8/2/2024Archer Investment Corp53,674$1.99M0.6%-2.4%0.988%
7/31/2024Spire Wealth Management27,050$1.00M0.0%-19.4%0.498%
7/31/2024Commonwealth Equity Services LLC255,026$9.46M0.0%-3.6%4.697%
7/29/2024Nations Financial Group Inc. IA ADV22,751$844K0.1%+4.7%0.419%
7/27/2024Strategic Blueprint LLC161,546$6.00M0.4%-2.1%2.975%
7/26/2024Cambridge Investment Research Advisors Inc.74,275$2.76M0.0%-2.5%1.368%
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7/19/2024KFG 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%
7/18/2024Triad Wealth Partners LLC1,502$56K0.0%N/A0.028%
7/13/2024 Fermata Advisors LLC536,138$19.90M4.6%+7.8%9.874%
7/10/2024CWM LLC6,440$239K0.0%+21.0%0.119%
7/2/2024 Waller Financial Planning Group Inc.7,608$282K0.1%N/A0.140%
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%
5/14/2024JT Stratford LLC15,295$552K0.1%-3.0%0.282%
5/9/2024Kingsview Wealth Management LLC8,612$311K0.0%-3.7%0.159%
5/9/2024Delta 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%
5/8/2024Berkshire Money Management Inc.80,010$2.89M0.3%-1.1%1.473%
5/8/2024Avantax Advisory Services Inc.8,117$293K0.0%-4.7%0.149%
5/7/2024PFG Advisors52,509$1.90M0.1%+26.7%0.967%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors107,490$3.88M0.5%-1.5%1.980%
5/1/2024Worth Financial Advisory Group LLC33,097$1.20M0.8%N/A0.610%
4/30/2024Valtinson Bruner Financial Planning LLC5,695$206K0.1%N/A0.105%
4/29/2024Commonwealth Equity Services LLC264,424$9.55M0.0%+28.2%4.870%
4/25/2024Cambridge Investment Research Advisors Inc.76,182$2.75M0.0%-0.4%1.390%
4/23/2024Milestone Asset Management LLC6,100$220K0.1%-33.0%0.111%
4/23/2024Nations Financial Group Inc. IA ADV21,726$784K0.1%N/A0.396%
4/23/2024Strategic Blueprint LLC164,976$5.96M0.4%-5.6%3.011%
4/23/2024 Accurate Wealth Management LLC28,974$1.02M0.3%+7.6%0.529%
4/22/2024MBL Wealth LLC30,365$1.10M0.1%N/A0.554%
4/19/2024KFG 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%
3/6/2024SageView Advisory Group LLC1,000,227$34.44M1.2%N/A25.322%
2/23/2024Chicago Partners Investment Group LLC17,508$610K0.0%+28.6%0.443%
2/9/2024Cambridge Investment Research Advisors Inc.76,470$2.63M0.0%-25.8%1.936%
2/8/2024Kingsview Wealth Management LLC8,945$308K0.0%-3.4%0.226%
2/7/2024Avantax Advisory Services Inc.8,516$293K0.0%-23.2%0.216%
2/7/2024Principal Securities Inc.2,218$76K0.0%N/A0.056%
2/6/2024Spire Wealth Management33,573$1.17M0.0%+195.8%0.850%
2/2/2024Delta Investment Management LLC13,554$467K0.1%+53.9%0.343%
2/2/2024Truist Financial Corp78,373$2.70M0.0%+0.7%1.984%
2/1/2024CWM LLC4,854$167K0.0%-33.9%0.123%
1/31/2024KFG Wealth Management LLC19,463$670K0.3%-34.9%0.493%
1/31/2024Archer 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%
1/29/2024Compass Advisory Group LLC26,623$917K0.4%-16.6%0.674%
1/25/2024Strategic Blueprint LLC174,786$6.02M0.5%-48.8%4.425%
1/19/2024PFG 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%
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1/12/2024 Accurate Wealth Management LLC26,920$928K0.3%-9.3%0.682%
1/11/2024 Brookstone Capital Management12,859$443K0.0%-2.8%0.326%
11/16/2023Orion Capital Management LLC5,183$169K0.1%N/A0.131%
11/15/2023SRS Capital Advisors Inc.928$30K0.0%-69.4%0.023%
11/8/2023Archer Investment Corp61,319$2.00M0.7%-5.0%1.552%
11/7/2023Kingsview Wealth Management LLC9,257$301K0.0%-13.3%0.234%
11/7/2023Prosperity Financial Group Inc.8,009$261K0.2%-4.2%0.203%
11/6/2023 XML Financial LLC10,458$341K0.0%+3.8%0.265%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors98,813$3.22M0.4%+6.3%2.502%
10/26/2023Chicago Partners Investment Group LLC13,612$439K0.0%-25.9%0.345%
(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 ($21.04M), Commonwealth Equity Services LLC ($9.46M), Advisor Group Holdings Inc. ($9.30M), Strategic Blueprint LLC ($6.09M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.97M), and Wealthquest Corp ($5.68M).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), Envestnet Asset Management Inc. ($133.95K), Truist Financial Corp ($72.27K), Arete Wealth Advisors LLC ($70.63K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($61.65K).

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

Institutional investors have bought a total of 3,012,099 shares in the last 24 months. This purchase volume represents approximately $104.18M in transactions.

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

Of the 64 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 ($746.00K), Soltis Investment Advisors LLC ($494.95K), Commonwealth Equity Services LLC ($276.97K), Strategic Blueprint LLC ($223.02K), Osaic Holdings Inc. ($169.34K), Archer Investment Corp ($115.83K), and Donald L. Hagan LLC ($90.26K).

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

Institutional investors have sold a total of 2,874,302 shares in the last 24 months. This volume of shares sold represents approximately $93.59M in transactions.


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This page (BATS:UJAN) was last updated on 1/22/2025 by MarketBeat.com Staff
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