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

$36.92 -0.33 (-0.89%)
Closing price 08/1/2025 03:57 PM Eastern
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$36.88 -0.05 (-0.12%)
As of 08/1/2025 04:04 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)
40
Total
Institutional Inflows
(last 12 months)
$63.47M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$32.67M
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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
8/1/2025Envestnet Asset Management Inc.31,294$1.15M0.0%+18.5%0.839%
7/31/2025 Focus Partners Advisor Solutions LLC12,075$444K0.0%N/A0.324%
7/30/2025 Brookstone Capital Management34,975$1.29M0.0%-5.2%0.938%
7/30/2025 IMG Wealth Management Inc.64,878$2.39M1.8%+11.0%1.739%
7/28/2025 RFG Advisory LLC11,585$426K0.0%-24.2%0.311%
7/25/2025 CWM LLC113,047$4.16M0.0%+28.3%3.031%
7/25/2025 Concurrent Investment Advisors LLC7,213$265K0.0%N/A0.193%
7/21/2025 Seros Financial LLC245,628$9.04M5.7%+19.5%6.585%
7/21/2025 Triad Wealth Partners LLC6,319$232K0.0%N/A0.169%
7/18/2025 Truist Financial Corp25,857$951K0.0%-3.9%0.693%
7/17/2025 Worth Financial Advisory Group LLC10,570$389K0.2%-9.8%0.283%
7/15/2025 Retirement Guys Formula LLC12,098$445K0.2%-6.6%0.324%
7/15/2025 Accurate Wealth Management LLC12,172$450K0.1%+38.1%0.326%
7/14/2025 Buska Wealth Management LLC8,223$303K0.1%-20.8%0.220%
7/14/2025 KFG Wealth Management LLC166,224$6.12M1.0%-18.0%4.456%
7/10/2025 Wealth Enhancement Advisory Services LLC137,654$5.08M0.0%+3.5%3.690%
7/9/2025 Central Valley Advisors LLC31,696$1.17M0.4%+35.4%0.850%
7/3/2025 City Center Advisors LLC14,573$536K0.6%-7.4%0.391%
6/27/2025Goldman Sachs Group Inc.8,117$272K0.0%N/A0.218%
5/16/2025Arete Wealth Advisors LLC18,686$627K0.0%-10.5%0.469%
5/16/2025Goldman Sachs Group Inc.8,117$272K0.0%N/A0.204%
5/16/2025Talon Private Wealth LLC7,123$244K0.0%+222.5%0.179%
5/15/2025OLD Mission Capital LLC15,246$511K0.0%N/A0.383%
5/14/2025Delta Investment Management LLC6,613$222K0.0%-35.3%0.166%
5/14/2025Kestra Advisory Services LLC248,489$8.33M0.0%-1.0%6.243%
5/13/2025Raymond James Financial Inc.264,997$8.89M0.0%+9.7%6.658%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors243,848$8.19M0.6%+6.3%6.127%
5/12/2025 Berger Financial Group Inc17,711$594K0.0%-2.8%0.445%
5/6/2025Cetera Investment Advisers11,394$382K0.0%+19.0%0.279%
5/6/2025WorthPointe LLC8,062$270K0.1%-43.2%0.198%
5/5/2025Archer Investment Corp11,923$400K0.1%-13.9%0.292%
5/1/2025 CWM LLC88,089$2.95M0.0%+102.0%2.159%
4/30/2025Allworth Financial LP51,267$1.69M0.0%-3.5%1.257%
4/29/2025Wood Tarver Financial Group LLC5,046$169K0.1%-82.9%0.124%
4/29/2025Envestnet Asset Management Inc.26,419$886K0.0%-35.3%0.648%
4/23/2025Spire Wealth Management15,278$512K0.0%-48.9%0.374%
4/23/2025 IMG Wealth Management Inc.58,469$1.96M1.8%+0.9%1.433%
4/22/2025 Cambridge Investment Research Advisors Inc.25,736$863K0.0%-36.1%0.631%
4/22/2025 Worth Financial Advisory Group LLC11,715$393K0.2%-10.5%0.287%
4/16/2025 Wealth Enhancement Advisory Services LLC132,950$4.46M0.0%-4.1%3.766%
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4/16/2025 Seros Financial LLC205,570$6.74M5.0%N/A5.824%
4/15/2025 Accurate Wealth Management LLC8,813$288K0.1%-10.4%0.250%
4/14/2025 City Center Advisors LLC15,732$528K0.6%+5.2%0.446%
4/11/2025 KFG Wealth Management LLC202,690$6.80M1.2%-22.1%5.742%
4/9/2025 Buska Wealth Management LLC10,380$348K0.1%-8.4%0.294%
4/9/2025 RFG Advisory LLC15,278$512K0.0%N/A0.433%
3/17/2025 Wealth Enhancement Advisory Services LLC138,695$4.78M0.0%+4.3%3.929%
3/6/2025Wood Tarver Financial Group LLC29,500$1.02M0.3%N/A0.831%
3/4/2025 Buska Wealth Management LLC11,335$391K0.1%-8.9%0.319%
2/17/2025CoreCap Advisors LLC6,546$226K0.0%-40.7%0.269%
2/17/2025Cetera Investment Advisers9,572$330K0.0%-10.4%0.394%
2/14/2025Jane Street Group LLC8,120$280K0.0%N/A0.334%
2/14/2025WPWealth LLP41,444$1.43M0.3%-8.1%1.706%
2/13/2025Raymond James Financial Inc.241,498$8.33M0.0%N/A9.938%
2/13/2025Envestnet Asset Management Inc.40,834$1.41M0.0%+6.5%1.680%
2/12/2025Arete Wealth Advisors LLC20,889$721K0.1%-3.7%0.860%
2/12/2025JPMorgan Chase & Co.14,101$486K0.0%+201,342.9%0.580%
2/12/2025 Worth Financial Advisory Group LLC13,095$452K0.3%-3.1%0.539%
2/11/2025LPL Financial LLC25,009$863K0.0%+1.7%1.029%
2/10/2025 IMG Wealth Management Inc.57,963$2.00M1.8%N/A2.385%
2/10/2025 Harbour Investments Inc.985$34K0.0%N/A0.041%
2/10/2025Commonwealth Equity Services LLC71,881$2.48M0.0%+0.7%2.958%
2/6/2025Raymond James Financial Inc.241,498$8.33M0.0%N/A9.938%
2/6/2025Steward Partners Investment Advisory LLC13,643$471K0.0%-5.6%0.561%
2/4/2025WealthShield Partners LLC2,773$96K0.0%-20.3%0.114%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors229,407$7.91M0.3%+6.0%9.441%
1/31/2025 Truist Financial Corp27,045$933K0.0%-1.3%1.113%
1/30/2025Principal Securities Inc.2,446$84K0.0%-13.3%0.101%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors642,751$20.20M0.9%+197.0%26.451%
1/28/2025Archer Investment Corp13,842$477K0.1%-13.8%0.570%
1/24/2025Alterna Wealth Management Inc.11,880$410K0.3%-20.1%0.489%
1/24/2025Spire Wealth Management29,897$1.03M0.0%-5.6%1.230%
1/21/2025 KFG 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%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.9,018$306K0.1%N/A0.371%
10/30/2024Alterna Wealth Management Inc.14,860$504K0.5%N/A0.612%
10/25/2024 Strategic Blueprint LLC13,643$463K0.0%N/A0.561%
10/25/2024 Worth Financial Advisory Group LLC13,510$458K0.3%N/A0.556%
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10/24/2024 Wealth Enhancement Advisory Services LLC132,950$4.51M0.0%+9.5%5.471%
10/21/2024 Castleview Partners LLC4,011$136K0.1%-16.2%0.165%
10/18/2024Raymond James & Associates218,211$7.40M0.0%+1.7%8.980%
10/8/2024 CWM 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%
10/8/2024Sugarloaf 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%
(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, 74 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - July. The most heavily invested institutionals were Seros Financial LLC ($9.04M), Raymond James Financial Inc. ($8.89M), Kestra Advisory Services LLC ($8.33M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($8.19M), Raymond James & Associates ($7.40M), KFG Wealth Management LLC ($6.12M), and Wealth Enhancement Advisory Services LLC ($5.08M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - July's institutional investors.

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

Of the 60 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - July's 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), Raymond James Financial Inc. ($506.50K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($466.99K), and Envestnet Asset Management Inc. ($262.16K).

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

Institutional investors have bought a total of 1,844,997 shares in the last 24 months. This purchase volume represents approximately $63.47M in transactions.

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

Of the 31 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($536.14K), Delta Investment Management LLC ($117.60K), KFG Wealth Management LLC ($112.70K), Centaurus Financial Inc. ($43.71K), Wood Tarver Financial Group LLC ($24.45K), WorthPointe LLC ($18.67K), and Spire Wealth Management ($16.40K).

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

Institutional investors have sold a total of 953,849 shares in the last 24 months. This volume of shares sold represents approximately $32.67M in transactions.


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This page (BATS:UJUL) was last updated on 8/2/2025 by MarketBeat.com Staff
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