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

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$35.58
-0.05 (-0.14%)
(As of 04/25/2024 ET)
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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)
32
Total
Institutional Inflows
(last 12 months)
$84.57M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$27.26M
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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
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%
4/23/2024 Nations 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%
4/23/2024 Accurate Wealth Management LLC28,974$1.02M0.3%+7.6%0.529%
4/22/2024 MBL 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%
4/11/2024 RFG 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%
2/9/2024 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%
2/7/2024Principal 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%
1/29/2024Koshinski Asset Management Inc.8,980$309K0.0%+8.4%0.227%
1/29/2024Compass Advisory Group LLC26,623$917K0.4%-16.6%0.674%
1/25/2024 Strategic 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%
1/16/2024 Raymond James Financial Services Advisors Inc.13,065$450K0.0%-11.7%0.331%
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%
11/6/2023XML 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%
10/24/2023 4J Wealth Management LLC7,897$257K0.3%-30.4%0.200%
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10/24/2023Compass Advisory Group LLC31,931$1.04M0.5%-16.0%0.808%
10/24/2023 Raymond 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%
10/18/2023Koshinski Asset Management Inc.8,285$270K0.0%+31.0%0.210%
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%
10/5/2023Foundations 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%
8/10/2023Osaic Holdings Inc.146,717$4.80M0.0%-53.6%3.714%
8/10/2023Commonwealth Equity Services LLC246,440$8.07M0.0%-15.0%6.239%
8/10/2023Cetera Advisors LLC67,653$2.21M0.0%-10.7%1.713%
8/10/2023Cetera Advisor Networks LLC20,941$685K0.0%-52.5%0.530%
8/9/2023 Spire Wealth Management11,350$371K0.0%-44.1%0.287%
8/4/2023IFP Advisors Inc7,314$185K0.0%-65.6%0.185%
8/3/2023Atria Wealth Solutions Inc.6,958$228K0.0%-65.6%0.176%
8/3/2023Wealth Management Solutions LLC6,434$211K0.1%-33.4%0.163%
8/3/2023 CWM LLC8,316$272K0.0%-5.3%0.211%
8/1/2023Truist Financial Corp79,663$2.61M0.0%-1.5%2.017%
8/1/2023Money Concepts Capital Corp8,447$276K0.0%N/A0.214%
7/28/2023 DHJJ Financial Advisors Ltd.6,603$216K0.1%-8.5%0.138%
7/28/2023Koshinski Asset Management Inc.6,325$207K0.0%-47.6%0.132%
7/24/2023 Accurate Wealth Management LLC29,727$977K0.3%N/A0.619%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors92,998$3.04M0.4%-12.3%1.937%
7/18/2023Compass Advisory Group LLC37,999$1.24M0.7%-7.1%0.792%
7/18/2023 KFG Wealth Management LLC31,034$1.02M0.6%-1.4%0.647%
7/17/2023 Donald L. Hagan LLC96,387$3.16M1.8%-4.6%2.008%
7/13/2023 Cambridge Investment Research Advisors Inc.105,491$3.45M0.0%+28.2%2.198%
5/22/2023Arete Wealth Advisors LLC35,317$1.10M0.1%N/A0.728%
5/11/2023 Cambridge Investment Research Advisors Inc.82,316$2.56M0.0%+0.9%1.697%
5/11/2023Commonwealth Equity Services LLC289,890$9.01M0.0%-4.0%5.977%
5/10/2023Resources Investment Advisors LLC.22,739$707K0.0%+51.1%0.469%
5/10/2023Orion Capital Management LLC10,478$326K0.2%-21.0%0.216%
5/9/2023Archer Investment Corp64,641$2.01M0.7%+4.3%1.333%
5/9/2023 Milestone Asset Management LLC9,063$282K0.2%+7.6%0.187%
5/8/2023WealthPlan Investment Management LLC1,630$51K0.0%N/A0.034%
5/8/2023 Blue Bell Private Wealth Management LLC1,000$31K0.0%N/A0.021%
5/8/2023Triumph Capital Management6,668$207K0.1%-82.7%0.137%
5/8/2023Sigma Planning Corp10,961$341K0.0%N/A0.226%
5/8/2023Delta Investment Management LLC8,807$274K0.1%N/A0.182%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors106,010$3.30M0.5%+91.7%2.186%
5/5/2023Truist Financial Corp80,913$2.52M0.0%+781.7%1.668%
5/2/2023Bedel Financial Consulting Inc.11,349$353K0.1%-3.3%0.234%
5/2/2023Valmark Advisers Inc.11,720$364K0.0%-5.3%0.242%
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5/1/2023Arete Wealth Advisors LLC35,317$1.10T0.1%N/A0.728%
5/1/2023 CWM LLC8,784$273K0.0%+73.8%0.181%
4/28/2023Avantax Advisory Services Inc.11,133$346K0.0%N/A0.230%
4/28/2023Ameritas Advisory Services LLC51,334$1.61M0.1%-10.0%1.058%
4/28/2023 Strategic Blueprint LLC391,716$12.18M1.3%-3.1%8.077%
4/21/2023 Main Street Financial Solutions LLC8,800$274K0.0%-28.5%0.181%
4/20/2023Compass Advisory Group LLC40,894$1.27M0.7%-15.9%0.843%
4/20/2023 Maltin Wealth Management Inc.20,745$645K0.5%+21.0%0.428%
4/19/2023 Brookstone Capital Management11,174$350K0.0%-96.8%0.230%
4/18/2023 Donald L. Hagan LLC101,050$3.14M1.7%+3.4%2.084%
(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, 77 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 ($17.96M), Brookstone Capital Management ($16.43M), Acute Investment Advisory LLC ($14.61M), Advisor Group Holdings Inc. ($9.30M), Commonwealth Equity Services LLC ($6.90M), and Strategic Blueprint LLC ($5.96M).Learn more on UJAN's institutional investors.

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

Of the 48 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 ($497.44K), 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 3,033,854 shares in the last 24 months. This purchase volume represents approximately $102.42M in transactions.

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

Of the 52 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: Soltis Investment Advisors LLC ($494.95K), Compass Advisory Group LLC ($354.89K), Brookstone Capital Management ($336.33K), Commonwealth Equity Services LLC ($267.57K), Strategic Blueprint LLC ($218.21K), 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 2,620,338 shares in the last 24 months. This volume of shares sold represents approximately $81.24M in transactions.


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This page (BATS:UJAN) was last updated on 4/25/2024 by MarketBeat.com Staff

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