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

$38.26
+0.04 (+0.10%)
(As of 11/1/2024 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)
28
Total
Institutional Inflows
(last 12 months)
$84.33M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$28.02M
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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
11/2/2024XML 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%
8/22/2024Cetera 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%
8/7/2024 MGO One Seven LLC131,858$4.89M0.2%-15.5%2.428%
8/7/2024Ashton Thomas Private Wealth LLC1,299$48K0.0%N/A0.024%
8/6/2024 Chris Bulman Inc3,154$117K0.1%N/A0.058%
8/2/2024Archer 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%
7/29/2024Nations 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%
5/24/2024Cetera Advisors LLC31,394$1.13M0.0%-15.9%0.578%
5/17/2024XML 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%
5/8/2024 Berkshire 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%
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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%
4/30/2024Valtinson Bruner Financial Planning LLC5,695$206K0.1%N/A0.105%
4/29/2024Commonwealth Equity Services LLC264,424$9.55M0.0%+28.2%4.870%
4/25/2024 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%
4/23/2024Nations 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%
3/6/2024SageView 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%
2/8/2024Kingsview Wealth Management LLC8,945$308K0.0%-3.4%0.226%
2/7/2024Avantax Advisory Services Inc.8,516$293K0.0%-23.2%0.216%
2/7/2024 Principal Securities Inc.2,218$76K0.0%N/A0.056%
2/6/2024 Spire Wealth Management33,573$1.17M0.0%+195.8%0.850%
2/2/2024Delta Investment Management LLC13,554$467K0.1%+53.9%0.343%
2/2/2024Truist Financial Corp78,373$2.70M0.0%+0.7%1.984%
2/1/2024 CWM LLC4,854$167K0.0%-33.9%0.123%
1/31/2024 KFG Wealth Management LLC19,463$670K0.3%-34.9%0.493%
1/31/2024Archer 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%
1/29/2024 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%
11/16/2023Orion 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%
11/6/2023XML Financial LLC10,458$341K0.0%+3.8%0.265%
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%
10/24/20234J 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%
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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%
10/12/2023IFP Advisors Inc9,059$295K0.0%+23.9%0.229%
10/11/2023 Donald L. Hagan LLC10,787$351K0.2%-88.8%0.273%
10/11/2023 CWM LLC7,344$239K0.0%-11.7%0.186%
10/11/2023 Maltin Wealth Management Inc.20,437$666K0.4%-1.5%0.517%
10/10/2023 DHJJ Financial Advisors Ltd.6,263$204K0.1%-5.1%0.159%
10/5/2023 Foundations Investment Advisors LLC9,063$295K0.0%N/A0.229%
8/11/2023SageView Advisory Group LLC26,509$868K0.0%-3.7%0.671%
8/11/2023White Knight Strategic Wealth Advisors LLC7,522$246K0.3%-27.7%0.190%
(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, 89 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 56 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 3,296,997 shares in the last 24 months. This purchase volume represents approximately $112.13M in transactions.

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

Of the 60 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 Donald L. Hagan LLC ($107.05K).

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

Institutional investors have sold a total of 3,123,975 shares in the last 24 months. This volume of shares sold represents approximately $99.94M in transactions.


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This page (BATS:UJAN) was last updated on 11/2/2024 by MarketBeat.com Staff
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