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Innovator U.S. Equity Ultra Buffer ETF - June (UJUN) Institutional Ownership

$33.19
+0.04 (+0.12%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$29.55M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$17.51M
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UJUN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/25/2024 Worth Financial Advisory Group LLC27,675$920K0.5%-1.8%1.647%
10/21/2024 Integrity Financial Corp WA3,084$102K0.1%-19.6%0.184%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors112,134$3.73M0.3%+6.9%6.675%
10/8/2024 Brookstone Capital Management583,767$19.40M0.3%+6.8%34.748%
8/21/2024Truist Financial Corp22,017$705K0.0%N/A1.311%
8/13/2024AE Wealth Management LLC6,788$217K0.0%N/A0.404%
8/2/2024Archer Investment Corp23,805$762K0.2%+170.6%1.417%
7/31/2024 Spire Wealth Management44,373$1.42M0.1%+449.2%2.641%
7/31/2024Commonwealth Equity Services LLC85,956$2.75M0.0%+1.9%5.116%
7/26/2024WealthShield Partners LLC7,438$238K0.0%+107.5%0.443%
7/26/2024 Worth Financial Advisory Group LLC28,196$902K0.6%N/A1.678%
7/25/2024RPS Advisory Solutions LLC13,211$423K0.4%N/A0.786%
7/19/2024 KFG Wealth Management LLC207,274$6.63M2.6%+329.4%12.338%
7/18/2024 Brookstone Capital Management546,378$17.70M0.3%+930.6%32.523%
7/18/2024 Fiduciary Financial Group LLC9,478$309K0.1%N/A0.564%
7/15/2024RFG Advisory LLC7,623$244K0.0%N/A0.454%
7/12/2024 Central Valley Advisors LLC22,947$744K0.4%N/A1.366%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors59,091$1.83M0.2%-9.3%3.517%
4/29/2024Commonwealth Equity Services LLC84,385$2.62M0.0%+6.1%5.023%
4/19/2024 KFG Wealth Management LLC48,269$1.50M0.6%-26.8%2.758%
4/16/2024 Wealth Enhancement Advisory Services LLC21,432$665K0.0%-6.7%1.225%
4/15/2024 Brookstone Capital Management53,018$1.64M0.0%-22.3%3.030%
2/9/2024Advisory Services Network LLC5,745$173K0.0%N/A0.198%
2/9/2024SageView Advisory Group LLC34,721$1.04M0.0%N/A1.197%
2/7/2024Berger Financial Group Inc176,120$5.29M0.5%-0.8%6.073%
2/6/2024 Spire Wealth Management8,080$245K0.0%-11.5%0.279%
1/31/2024 KFG Wealth Management LLC65,950$1.98M0.9%-8.7%2.274%
1/31/2024Archer Investment Corp9,300$280K0.1%-34.8%0.321%
1/24/2024Stratos Wealth Advisors LLC7,117$214K0.0%-28.8%0.245%
1/19/2024 PFG Advisors13,098$394K0.0%-15.3%0.452%
1/11/2024 Brookstone Capital Management68,230$2.05M0.0%-85.8%2.353%
11/13/2023Garden State Investment Advisory Services LLC17,235$488K0.2%-28.8%0.594%
11/8/2023Archer Investment Corp14,258$404K0.1%-9.5%0.492%
11/7/2023Kingsview Wealth Management LLC7,621$216K0.0%N/A0.263%
11/3/2023Berger Financial Group Inc177,479$5.02M0.6%+5.5%6.120%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors73,974$2.09M0.3%-58.7%2.551%
10/23/2023Commonwealth Equity Services LLC79,001$2.24M0.0%-2.3%2.724%
10/20/2023 Brookstone Capital Management481,794$13.63M0.3%-9.2%16.614%
10/17/2023 KFG Wealth Management LLC72,234$2.04M1.1%+8.7%2.491%
10/13/2023 PFG Advisors15,456$437K0.0%+76.2%0.533%
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10/13/2023 Cypress Wealth Services LLC21,707$614K0.2%-63.6%0.749%
10/11/2023 Castle Rock Wealth Management LLC45,543$1.28M0.4%-4.0%1.570%
10/10/2023 DHJJ Financial Advisors Ltd.1,325$37K0.0%N/A0.046%
8/10/2023Commonwealth Equity Services LLC80,858$2.31M0.0%-1.3%2.788%
8/10/2023Berger Financial Group Inc168,209$4.81M0.5%+1.0%5.800%
8/10/2023Cetera Investment Advisers16,045$459K0.0%N/A0.553%
8/8/2023Archer Investment Corp15,755$450K0.2%+42.8%0.543%
8/8/2023Balboa Wealth Partners8,878$254K0.1%-60.4%0.306%
8/8/2023 Sequoia Financial Advisors LLC8,985$257K0.0%N/A0.310%
8/4/2023 U.S. Capital Wealth Advisors LLC7,865$225K0.0%N/A0.271%
8/3/2023 CWM LLC1,781$51K0.0%N/A0.061%
8/3/2023WealthShield Partners LLC3,584$102K0.0%N/A0.124%
7/26/2023 Michael S. Ryan Inc.23,328$667K0.6%N/A0.718%
7/24/2023 Comprehensive Financial Consultants Institutional Inc.69,481$2.00M1.1%N/A2.138%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors179,224$5.12M0.7%-16.7%5.515%
7/20/2023 PFG Advisors8,773$251K0.0%N/A0.270%
7/18/2023 KFG Wealth Management LLC66,425$1.90M1.1%+46.8%2.044%
7/13/2023 Cambridge Investment Research Advisors Inc.9,531$272K0.0%-65.6%0.293%
7/11/2023 Brookstone Capital Management530,894$15.11M0.3%+6.8%16.335%
7/10/2023AE Wealth Management LLC19,357$553K0.0%N/A0.596%
7/10/2023 Smith Anglin Financial LLC11,747$336K0.0%N/A0.361%
5/22/2023Arete Wealth Advisors LLC21,601$596K0.0%N/A0.655%
5/15/2023Trek Financial LLC328,199$9.05M0.8%-0.4%9.945%
5/11/2023Commonwealth Equity Services LLC81,937$2.26M0.0%+2.3%2.483%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,000$55K0.0%N/A0.061%
5/10/2023WealthPLAN Partners LLC6,525$180K0.0%N/A0.198%
5/9/2023Archer Investment Corp11,035$304K0.1%-44.2%0.334%
5/9/2023 Spire Wealth Management8,900$245K0.0%+345.0%0.270%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors215,238$5.93M0.9%+31.8%6.522%
5/1/2023Arete Wealth Advisors LLC21,601$595.54B0.0%N/A0.655%
4/24/2023Berger Financial Group Inc166,477$4.59M0.6%+488.1%5.045%
4/21/20234J Wealth Management LLC18,587$512K0.5%+26.1%0.563%
4/21/2023Kovack Advisors Inc.13,717$378K0.1%N/A0.416%
4/19/2023 Brookstone Capital Management497,245$13.76M0.3%+85.5%15.068%
4/14/2023 KFG Wealth Management LLC45,253$1.25M0.9%+4.2%1.293%
3/6/2023OLD Mission Capital LLC18,600$498K0.0%-70.9%0.000%
2/10/2023CoreCap Advisors LLC3,000$80K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.891,150$23.88M0.0%-31.3%0.000%
2/8/2023Main Street Financial Solutions LLC12,000$322K0.1%-64.0%0.000%
2/7/2023Commonwealth Equity Services LLC80,131$2.15M0.0%-1.4%0.000%
2/7/2023Envestnet Asset Management Inc.8,249$221K0.0%-79.0%0.000%
2/6/2023Arete Wealth Advisors LLC20,043$537.05B0.0%-13.5%0.000%
1/31/2023 Castle Rock Wealth Management LLC47,443$1.30M0.6%-2.7%0.000%
1/30/2023Berger Financial Group Inc28,306$758K0.1%N/A0.000%
1/19/2023Stratos Wealth Advisors LLC9,990$268K0.0%N/A0.000%
1/18/2023 KFG Wealth Management LLC43,439$1.16M1.2%N/A0.000%
1/9/2023 Brookstone Capital Management268,091$7.22M0.1%-71.2%0.000%
(Data available from 1/1/2016 forward)

UJUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJUN shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - June. The most heavily invested institutionals were Advisor Group Holdings Inc. ($23.88M), Brookstone Capital Management ($19.40M), Trek Financial LLC ($9.05M), KFG Wealth Management LLC ($6.63M), Berger Financial Group Inc ($5.29M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.73M), and Commonwealth Equity Services LLC ($2.75M).Learn more on UJUN's institutional investors.

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

Of the 34 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - June stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($793.55K), KFG Wealth Management LLC ($231.24K), Berger Financial Group Inc ($177.48K), Comprehensive Financial Consultants Institutional Inc. ($69.48K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($59.23K), Arete Wealth Advisors LLC ($43.20K), and Spire Wealth Management ($43.19K).

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

Institutional investors have bought a total of 1,756,107 shares in the last 24 months. This purchase volume represents approximately $52.61M in transactions.

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

Of the 23 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - June stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.14M), Advisor Group Holdings Inc. ($406.54K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($147.36K), OLD Mission Capital LLC ($45.30K), Cypress Wealth Services LLC ($37.95K), Envestnet Asset Management Inc. ($31.00K), and KFG Wealth Management LLC ($23.97K).

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

Institutional investors have sold a total of 1,930,957 shares in the last 24 months. This volume of shares sold represents approximately $53.77M in transactions.



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