Innovator U.S. Equity Ultra Buffer ETF - July (UJUL) Institutional Ownership

$32.73

-0.33 (-1.00%)

(As of 09/6/2024 ET)

Number of Institutional Buyers (last 12 months): 31
Total Institutional Inflows (last 12 months): $155.08M

Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $90.35M

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UJUL Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/28/2024	Souders Financial Advisors	8,809	$287K	0.0%	N/A	0.363%
8/15/2024	Delta Investment Management LLC	14,349	$467K	0.1%	-88.8%	0.590%
8/8/2024	WPWealth LLP	9,210	$300K	0.1%	N/A	0.379%
8/2/2024	Archer Investment Corp	9,572	$311K	0.1%	+18.8%	0.394%
7/31/2024	Commonwealth Equity Services LLC	62,811	$2.04M	0.0%	+2.7%	2.585%
7/26/2024	WealthShield Partners LLC	3,480	$113K	0.0%	-66.3%	0.143%
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7/26/2024	Cambridge Investment Research Advisors Inc.	62,716	$2.04M	0.0%	+5.7%	2.581%
7/19/2024	KFG Wealth Management LLC	216,210	$7.04M	2.8%	+1,285.2%	8.898%
7/19/2024	Raymond James & Associates	214,498	$6.98M	0.0%	-2.9%	8.827%
7/18/2024	Brookstone Capital Management	534,433	$17.64M	0.3%	+897.0%	21.993%
7/18/2024	Fiduciary Financial Group LLC	30,156	$1.00M	0.2%	N/A	1.241%
7/15/2024	RFG Advisory LLC	6,383	$208K	0.0%	-42.2%	0.263%
7/12/2024	Central Valley Advisors LLC	1,433	$47K	0.0%	N/A	0.059%
7/10/2024	CWM LLC	3,530	$115K	0.0%	+55.2%	0.145%
5/9/2024	Delta Investment Management LLC	128,340	$4.09M	0.9%	-33.0%	5.281%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	164,808	$5.25M	0.6%	-5.3%	6.782%
5/3/2024	Comprehensive Financial Consultants Institutional Inc.	7,890	$251K	0.1%	-83.6%	0.325%
5/1/2024	Janney Montgomery Scott LLC	9,629	$307K	0.0%	-15.7%	0.396%
4/29/2024	Commonwealth Equity Services LLC	61,174	$1.95M	0.0%	-47.0%	2.517%
4/25/2024	Cambridge Investment Research Advisors Inc.	59,351	$1.89M	0.0%	-4.0%	2.393%
4/23/2024	Accurate Wealth Management LLC	7,289	$228K	0.1%	-12.8%	0.294%
4/22/2024	Altfest L J & Co. Inc.	11,874	$378K	0.1%	-12.2%	0.479%
4/19/2024	KFG Wealth Management LLC	15,609	$497K	0.2%	+3.6%	0.629%
4/16/2024	Wealth Enhancement Advisory Services LLC	121,549	$3.87M	0.0%	-3.3%	4.901%
4/15/2024	Brookstone Capital Management	53,604	$1.71M	0.0%	-89.6%	2.161%
4/11/2024	RFG Advisory LLC	11,038	$352K	0.0%	N/A	0.192%
3/6/2024	SageView Advisory Group LLC	1,278,908	$41K	0.0%	+3,185.7%	22.242%
2/26/2024	Centaurus Financial Inc.	62,916	$1.91M	0.1%	-3.2%	1.094%
2/14/2024	MGO One Seven LLC	142,757	$4.33M	0.2%	-1.3%	2.483%
2/9/2024	Cambridge Investment Research Advisors Inc.	61,846	$1.87M	0.0%	-15.6%	1.076%
2/8/2024	Bedel Financial Consulting Inc.	13,783	$418K	0.1%	-38.3%	0.240%
2/8/2024	Foundations Investment Advisors LLC	8,582	$265K	0.0%	-99.2%	0.149%
2/7/2024	Principal Securities Inc.	2,568	$78K	0.0%	N/A	0.045%
2/2/2024	Delta Investment Management LLC	191,691	$5.81M	1.4%	-16.9%	3.334%
1/31/2024	KFG Wealth Management LLC	15,064	$456K	0.2%	-21.6%	0.262%
1/31/2024	Archer Investment Corp	8,501	$258K	0.1%	-79.1%	0.148%
1/24/2024	Allworth Financial LP	95,627	$2.90M	0.0%	+4.2%	1.663%
1/24/2024	Comprehensive Financial Consultants Institutional Inc.	47,969	$1.45M	0.7%	-1.4%	0.834%
1/23/2024	Milestone Asset Management LLC	7,484	$227K	0.1%	-99.3%	0.130%
1/23/2024	WealthShield Partners LLC	15,778	$478K	0.1%	-10.5%	0.274%
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1/16/2024	Raymond James & Associates	221,155	$6.70M	0.0%	+2.1%	3.846%
1/12/2024	Accurate Wealth Management LLC	8,360	$254K	0.1%	-37.8%	0.145%
1/11/2024	Brookstone Capital Management	514,357	$15.59M	0.3%	+2.0%	8.945%
11/15/2023	Townsquare Capital LLC	32,964	$931K	0.0%	+70.0%	0.573%
11/15/2023	Stone House Investment Management LLC	6,743	$190K	0.1%	N/A	0.117%
11/14/2023	Milestone Asset Management LLC	1,050,298	$29.65M	10.4%	N/A	18.266%
11/13/2023	Envestnet Asset Management Inc.	254,807	$7.19M	0.0%	+26.5%	4.431%
11/8/2023	Archer Investment Corp	40,643	$1.15M	0.4%	+149.8%	0.707%
11/8/2023	Spire Wealth Management	15,700	$443K	0.0%	+19.8%	0.273%
11/8/2023	Avantax Advisory Services Inc.	9,392	$265K	0.0%	+5.8%	0.163%
11/7/2023	Fort Washington Investment Advisors Inc. OH	17,500	$494K	0.0%	N/A	0.304%
11/3/2023	MGO One Seven LLC	144,566	$4.08M	0.3%	N/A	2.514%
11/3/2023	Berger Financial Group Inc	10,033	$283K	0.0%	N/A	0.174%
11/3/2023	SageView Advisory Group LLC	38,924	$1.10M	0.1%	+134.5%	0.677%
11/2/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	161,884	$4.57M	0.6%	+4.6%	2.815%
11/1/2023	Calton & Associates Inc.	12,040	$340K	0.5%	N/A	0.209%
10/31/2023	Allworth Financial LP	91,746	$2.59M	0.0%	+1,310,557.1%	1.596%
10/26/2023	Castleview Partners LLC	4,784	$135K	0.1%	-7.3%	0.083%
10/25/2023	WealthShield Partners LLC	17,628	$498K	0.1%	N/A	0.307%
10/24/2023	Raymond James & Associates	216,640	$6.12M	0.0%	N/A	3.768%
10/24/2023	Cambridge Investment Research Advisors Inc.	73,242	$2.07M	0.0%	+12.5%	1.274%
10/23/2023	Accurate Wealth Management LLC	13,430	$383K	0.1%	N/A	0.234%
10/23/2023	Commonwealth Equity Services LLC	107,664	$3.04M	0.0%	+196.7%	1.872%
10/20/2023	Brookstone Capital Management	504,184	$14.25M	0.3%	+666.7%	8.768%
10/17/2023	KFG Wealth Management LLC	19,206	$542K	0.3%	+153.2%	0.334%
10/12/2023	HBW Advisory Services LLC	10,500	$296K	0.1%	N/A	0.183%
10/11/2023	CWM LLC	1,739	$49K	0.0%	N/A	0.030%
10/10/2023	DHJJ Financial Advisors Ltd.	1,990	$56K	0.0%	N/A	0.035%
10/5/2023	Foundations Investment Advisors LLC	1,026,907	$28.99M	0.9%	N/A	17.859%
8/11/2023	SageView Advisory Group LLC	16,601	$478K	0.0%	N/A	0.289%
8/10/2023	Cetera Investment Advisers	15,755	$454K	0.0%	N/A	0.274%
8/9/2023	Altfest L J & Co. Inc.	13,527	$390K	0.1%	-29.6%	0.235%
8/8/2023	Chicago Partners Investment Group LLC	32,647	$948K	0.0%	N/A	0.568%
8/4/2023	Envestnet Asset Management Inc.	201,383	$5.80M	0.0%	N/A	3.502%
7/26/2023	Janney Montgomery Scott LLC	12,429	$358K	0.0%	-15.8%	0.621%
7/25/2023	Raymond James Financial Services Advisors Inc.	9,040	$260K	0.0%	N/A	0.452%
7/21/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	154,699	$4.46M	0.6%	-8.7%	7.735%
7/18/2023	KFG Wealth Management LLC	7,585	$218K	0.1%	-33.1%	0.379%
7/17/2023	Retirement Guys Formula LLC	13,094	$377K	0.2%	-12.3%	0.655%
7/13/2023	Cambridge Investment Research Advisors Inc.	65,129	$1.88M	0.0%	+65.5%	3.256%
7/11/2023	Brookstone Capital Management	65,758	$1.88M	0.0%	-6.3%	3.288%
5/22/2023	Arete Wealth Advisors LLC	26,577	$719K	0.0%	N/A	1.329%
5/12/2023	Smith Shellnut Wilson LLC ADV	7,531	$204K	0.1%	N/A	0.377%
5/9/2023	Archer Investment Corp	15,978	$432K	0.2%	-3.2%	0.799%
5/5/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	169,459	$4.58M	0.7%	+51.1%	8.473%
5/1/2023	Arete Wealth Advisors LLC	26,577	$718.66B	0.1%	N/A	1.329%
4/28/2023	Avantax Advisory Services Inc.	7,844	$212K	0.0%	N/A	0.392%
4/28/2023	Janney Montgomery Scott LLC	14,755	$399K	0.0%	-3.9%	0.738%
4/28/2023	Strategic Blueprint LLC	12,590	$340K	0.0%	-36.2%	0.630%
4/20/2023	Altfest L J & Co. Inc.	19,210	$519K	0.1%	-19.9%	0.961%
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4/19/2023	Brookstone Capital Management	70,203	$1.92M	0.0%	-86.3%	3.510%
4/18/2023	Outlook Wealth Advisors LLC	75,171	$2.03M	0.9%	-2.5%	3.759%
4/14/2023	KFG Wealth Management LLC	11,345	$309K	0.2%	-20.1%	0.477%
3/6/2023	OLD Mission Capital LLC	13,113	$338K	0.0%	N/A	0.000%
2/10/2023	Wealthquest Corp	143,983	$3.71M	0.5%	+42.5%	0.000%
2/10/2023	CoreCap Advisors LLC	4,762	$123K	0.0%	N/A	0.000%
2/9/2023	HighTower Advisors LLC	29,223	$754K	0.0%	-7.3%	0.000%
2/7/2023	Commonwealth Equity Services LLC	30,309	$780K	0.0%	-7.2%	0.000%
2/6/2023	Arete Wealth Advisors LLC	24,108	$620.89B	0.1%	-15.6%	0.000%
2/3/2023	Archer Investment Corp	16,505	$425K	0.2%	-38.4%	0.000%

(Data available from 1/1/2016 forward)

UJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJUL shares?: During the previous two years, 54 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - July. The most heavily invested institutionals were Brookstone Capital Management ($17.64M), Envestnet Asset Management Inc. ($7.19M), KFG Wealth Management LLC ($7.04M), Raymond James & Associates ($6.98M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.25M), MGO One Seven LLC ($4.33M), and Wealth Enhancement Advisory Services LLC ($3.87M).Learn more on UJUL's institutional investors.
Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - July stock?: Of the 42 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($1.28M), Milestone Asset Management LLC ($1.05M), Foundations Investment Advisors LLC ($1.03M), Brookstone Capital Management ($942.37K), Envestnet Asset Management Inc. ($254.81K), KFG Wealth Management LLC ($226.96K), and Raymond James & Associates ($221.16K).
How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - July?: Institutional investors have bought a total of 5,829,667 shares in the last 24 months. This purchase volume represents approximately $170.14M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - July major shareholders have been selling company stock?: Of the 27 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Milestone Asset Management LLC ($1.04M), Foundations Investment Advisors LLC ($1.02M), Brookstone Capital Management ($905.74K), Delta Investment Management LLC ($216.31K), Commonwealth Equity Services LLC ($56.70K), Archer Investment Corp ($42.98K), and Comprehensive Financial Consultants Institutional Inc. ($40.75K).
How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - July?: Institutional investors have sold a total of 3,454,044 shares in the last 24 months. This volume of shares sold represents approximately $104.30M in transactions.