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

$35.11 +0.70 (+2.05%)
As of 01/21/2025 03:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - July (BATS:UJUL)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$73.16M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$111.50M
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UJUL Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - July 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 LLC260,229$8.98M1.7%-6.7%10.709%
1/15/2025 Central Valley Advisors LLC23,431$808K0.4%-4.2%0.964%
1/14/2025 Accurate Wealth Management LLC9,832$339K0.1%-22.1%0.405%
1/13/2025 Brookstone Capital Management39,924$1.38M0.0%-93.0%1.643%
1/8/2025 InvesTrust16,258$563K0.2%N/A0.669%
11/19/2024Barclays PLC4,366$148K0.0%N/A0.180%
11/18/2024Arete Wealth Advisors LLC21,701$735K0.1%-11.8%0.893%
11/15/2024Barclays PLC4,366$148K0.0%N/A0.180%
11/15/2024MML Investors Services LLC28,880$979K0.0%N/A1.188%
11/15/2024HighTower Advisors LLC30,600$1.04M0.0%N/A1.259%
11/13/2024WorthPointe LLC14,215$482K0.2%-46.9%0.585%
11/12/2024Centaurus Financial Inc.18,405$624K0.0%-69.6%0.757%
11/6/2024Archer Investment Corp16,057$544K0.1%+67.7%0.661%
11/5/2024Nations Financial Group Inc. IA ADV45,353$1.54M0.1%N/A1.866%
11/1/2024Comprehensive Financial Consultants Institutional Inc.9,018$306K0.1%N/A0.371%
10/30/2024Alterna Wealth Management Inc.14,860$504K0.5%N/A0.612%
10/25/2024Strategic Blueprint LLC13,643$463K0.0%N/A0.561%
10/25/2024Worth Financial Advisory Group LLC13,510$458K0.3%N/A0.556%
10/24/2024 Wealth Enhancement Advisory Services LLC132,950$4.51M0.0%+9.5%5.471%
10/21/2024Castleview Partners LLC4,011$136K0.1%-16.2%0.165%
10/18/2024Raymond James & Associates218,211$7.40M0.0%+1.7%8.980%
10/8/2024CWM LLC30,540$1.04M0.0%+765.2%1.257%
10/8/2024 O Connor Financial Group LLC21,006$712K0.4%N/A0.864%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors216,446$7.34M0.6%+2.9%8.907%
10/8/2024 Brookstone Capital Management574,146$19.47M0.3%+7.4%23.627%
10/8/2024 Sugarloaf Wealth Management LLC7,858$266K0.1%+134.0%0.323%
10/8/2024 City Center Advisors LLC14,940$507K0.6%-2.9%0.615%
10/5/2024 Central Valley Advisors LLC24,453$829K0.5%+1,606.4%1.006%
9/23/2024Centaurus Financial Inc.60,494$1.97M0.1%-2.6%2.489%
8/28/2024Souders Financial Advisors8,809$287K0.0%N/A0.363%
8/15/2024Delta Investment Management LLC14,349$467K0.1%-88.8%0.590%
8/8/2024WPWealth LLP9,210$300K0.1%N/A0.379%
8/2/2024Archer Investment Corp9,572$311K0.1%+18.8%0.394%
7/31/2024Commonwealth Equity Services LLC62,811$2.04M0.0%+2.7%2.585%
7/26/2024WealthShield Partners LLC3,480$113K0.0%-66.3%0.143%
7/26/2024Cambridge Investment Research Advisors Inc.62,716$2.04M0.0%+5.7%2.581%
7/19/2024KFG Wealth Management LLC216,210$7.04M2.8%+1,285.2%8.898%
7/19/2024Raymond James & Associates214,498$6.98M0.0%-2.9%8.827%
7/18/2024 Brookstone Capital Management534,433$17.64M0.3%+897.0%21.993%
7/18/2024 Fiduciary Financial Group LLC30,156$1.00M0.2%N/A1.241%
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7/15/2024RFG Advisory LLC6,383$208K0.0%-42.2%0.263%
7/12/2024 Central Valley Advisors LLC1,433$47K0.0%N/A0.059%
7/10/2024CWM LLC3,530$115K0.0%+55.2%0.145%
5/9/2024Delta Investment Management LLC128,340$4.09M0.9%-33.0%5.281%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors164,808$5.25M0.6%-5.3%6.782%
5/3/2024Comprehensive Financial Consultants Institutional Inc.7,890$251K0.1%-83.6%0.325%
5/1/2024 Janney Montgomery Scott LLC9,629$307K0.0%-15.7%0.396%
4/29/2024Commonwealth Equity Services LLC61,174$1.95M0.0%-47.0%2.517%
4/25/2024Cambridge Investment Research Advisors Inc.59,351$1.89M0.0%-4.0%2.393%
4/23/2024 Accurate Wealth Management LLC7,289$228K0.1%-12.8%0.294%
4/22/2024Altfest L J & Co. Inc.11,874$378K0.1%-12.2%0.479%
4/19/2024KFG Wealth Management LLC15,609$497K0.2%+3.6%0.629%
4/16/2024 Wealth Enhancement Advisory Services LLC121,549$3.87M0.0%-3.3%4.901%
4/15/2024 Brookstone Capital Management53,604$1.71M0.0%-89.6%2.161%
4/11/2024RFG Advisory LLC11,038$352K0.0%N/A0.192%
3/6/2024SageView Advisory Group LLC1,278,908$41K0.0%+3,185.7%22.242%
2/26/2024Centaurus Financial Inc.62,916$1.91M0.1%-3.2%1.094%
2/14/2024MGO One Seven LLC142,757$4.33M0.2%-1.3%2.483%
2/9/2024Cambridge Investment Research Advisors Inc.61,846$1.87M0.0%-15.6%1.076%
2/8/2024Bedel Financial Consulting Inc.13,783$418K0.1%-38.3%0.240%
2/8/2024Foundations Investment Advisors LLC8,582$265K0.0%-99.2%0.149%
2/7/2024Principal Securities Inc.2,568$78K0.0%N/A0.045%
2/2/2024Delta Investment Management LLC191,691$5.81M1.4%-16.9%3.334%
1/31/2024KFG Wealth Management LLC15,064$456K0.2%-21.6%0.262%
1/31/2024Archer Investment Corp8,501$258K0.1%-79.1%0.148%
1/24/2024Allworth Financial LP95,627$2.90M0.0%+4.2%1.663%
1/24/2024Comprehensive Financial Consultants Institutional Inc.47,969$1.45M0.7%-1.4%0.834%
1/23/2024Milestone Asset Management LLC7,484$227K0.1%-99.3%0.130%
1/23/2024WealthShield Partners LLC15,778$478K0.1%-10.5%0.274%
1/16/2024Raymond James & Associates221,155$6.70M0.0%+2.1%3.846%
1/12/2024 Accurate Wealth Management LLC8,360$254K0.1%-37.8%0.145%
1/11/2024 Brookstone Capital Management514,357$15.59M0.3%+2.0%8.945%
11/15/2023Townsquare Capital LLC32,964$931K0.0%+70.0%0.573%
11/15/2023Stone House Investment Management LLC6,743$190K0.1%N/A0.117%
11/14/2023Milestone Asset Management LLC1,050,298$29.65M10.4%N/A18.266%
11/13/2023Envestnet Asset Management Inc.254,807$7.19M0.0%+26.5%4.431%
11/8/2023Archer Investment Corp40,643$1.15M0.4%+149.8%0.707%
11/8/2023Spire Wealth Management15,700$443K0.0%+19.8%0.273%
11/8/2023Avantax Advisory Services Inc.9,392$265K0.0%+5.8%0.163%
11/7/2023 Fort Washington Investment Advisors Inc. OH17,500$494K0.0%N/A0.304%
11/3/2023MGO One Seven LLC144,566$4.08M0.3%N/A2.514%
11/3/2023Berger Financial Group Inc10,033$283K0.0%N/A0.174%
11/3/2023SageView Advisory Group LLC38,924$1.10M0.1%+134.5%0.677%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors161,884$4.57M0.6%+4.6%2.815%
11/1/2023Calton & Associates Inc.12,040$340K0.5%N/A0.209%
10/31/2023Allworth Financial LP91,746$2.59M0.0%+1,310,557.1%1.596%
10/26/2023Castleview Partners LLC4,784$135K0.1%-7.3%0.083%
10/25/2023WealthShield Partners LLC17,628$498K0.1%N/A0.307%
10/24/2023Raymond James & Associates216,640$6.12M0.0%N/A3.768%
10/24/2023Cambridge Investment Research Advisors Inc.73,242$2.07M0.0%+12.5%1.274%
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10/23/2023 Accurate Wealth Management LLC13,430$383K0.1%N/A0.234%
10/23/2023Commonwealth Equity Services LLC107,664$3.04M0.0%+196.7%1.872%
10/20/2023 Brookstone Capital Management504,184$14.25M0.3%+666.7%8.768%
10/17/2023KFG Wealth Management LLC19,206$542K0.3%+153.2%0.334%
10/12/2023 HBW Advisory Services LLC10,500$296K0.1%N/A0.183%
10/11/2023CWM LLC1,739$49K0.0%N/A0.030%
10/10/2023DHJJ Financial Advisors Ltd.1,990$56K0.0%N/A0.035%
10/5/2023Foundations Investment Advisors LLC1,026,907$28.99M0.9%N/A17.859%
8/11/2023SageView Advisory Group LLC16,601$478K0.0%N/A0.289%
8/10/2023Cetera Investment Advisers15,755$454K0.0%N/A0.274%
(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, 62 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - July. The most heavily invested institutionals were KFG Wealth Management LLC ($8.98M), Raymond James & Associates ($7.40M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($7.34M), Envestnet Asset Management Inc. ($7.19M), Wealth Enhancement Advisory Services LLC ($4.51M), MGO One Seven LLC ($4.33M), and Wealthquest Corp ($3.71M).Learn more on UJUL's institutional investors.

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

Of the 53 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 ($969.14K), Envestnet Asset Management Inc. ($254.81K), Raymond James & Associates ($224.87K), and KFG Wealth Management LLC ($212.77K).

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

Institutional investors have bought a total of 6,116,731 shares in the last 24 months. This purchase volume represents approximately $180.17M in transactions.

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

Of the 30 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: Brookstone Capital Management ($1.44M), Milestone Asset Management LLC ($1.04M), Foundations Investment Advisors LLC ($1.02M), Delta Investment Management LLC ($216.31K), Commonwealth Equity Services LLC ($56.70K), Centaurus Financial Inc. ($45.76K), and Archer Investment Corp ($42.98K).

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

Institutional investors have sold a total of 4,071,150 shares in the last 24 months. This volume of shares sold represents approximately $125.62M in transactions.


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