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

$34.40 +0.96 (+2.86%)
As of 05/23/2025 04:00 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)
39
Total
Institutional Inflows
(last 12 months)
$82.32M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$31.48M
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UJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Arete Wealth Advisors LLC18,686$627K0.0%-10.5%0.469%
5/16/2025 Goldman Sachs Group Inc.8,117$272K0.0%N/A0.204%
5/16/2025 Talon Private Wealth LLC7,123$244K0.0%+222.5%0.179%
5/15/2025 OLD Mission Capital LLC15,246$511K0.0%N/A0.383%
5/14/2025 Delta Investment Management LLC6,613$222K0.0%-35.3%0.166%
5/14/2025 Kestra Advisory Services LLC248,489$8.33M0.0%-1.0%6.243%
5/13/2025 Raymond James Financial Inc.264,997$8.89M0.0%+9.7%6.658%
5/12/2025 C2P 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%
5/6/2025 Cetera Investment Advisers11,394$382K0.0%+19.0%0.279%
5/6/2025 WorthPointe LLC8,062$270K0.1%-43.2%0.198%
5/5/2025 Archer Investment Corp11,923$400K0.1%-13.9%0.292%
5/1/2025 CWM LLC88,089$2.95M0.0%+102.0%2.159%
4/30/2025 Allworth Financial LP51,267$1.69M0.0%-3.5%1.257%
4/29/2025 Wood Tarver Financial Group LLC5,046$169K0.1%-82.9%0.124%
4/29/2025 Envestnet Asset Management Inc.26,419$886K0.0%-35.3%0.648%
4/23/2025 Spire 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%
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%
3/6/2025 Wood 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%
2/17/2025 CoreCap Advisors LLC6,546$226K0.0%-40.7%0.269%
2/17/2025 Cetera Investment Advisers9,572$330K0.0%-10.4%0.394%
2/14/2025 Jane Street Group LLC8,120$280K0.0%N/A0.334%
2/14/2025WPWealth LLP41,444$1.43M0.3%-8.1%1.706%
2/13/2025 Raymond James Financial Inc.241,498$8.33M0.0%N/A9.938%
2/13/2025 Envestnet Asset Management Inc.40,834$1.41M0.0%+6.5%1.680%
2/12/2025 Arete Wealth Advisors LLC20,889$721K0.1%-3.7%0.860%
2/12/2025 JPMorgan 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%
2/11/2025 LPL Financial LLC25,009$863K0.0%+1.7%1.029%
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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%
2/10/2025 Commonwealth Equity Services LLC71,881$2.48M0.0%+0.7%2.958%
2/6/2025 Raymond James Financial Inc.241,498$8.33M0.0%N/A9.938%
2/6/2025 Steward Partners Investment Advisory LLC13,643$471K0.0%-5.6%0.561%
2/4/2025 WealthShield Partners LLC2,773$96K0.0%-20.3%0.114%
1/31/2025 C2P 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%
1/30/2025 Principal Securities Inc.2,446$84K0.0%-13.3%0.101%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors642,751$20.20M0.9%+197.0%26.451%
1/28/2025 Archer Investment Corp13,842$477K0.1%-13.8%0.570%
1/24/2025 Alterna Wealth Management Inc.11,880$410K0.3%-20.1%0.489%
1/24/2025 Spire 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%
11/19/2024 Barclays PLC4,366$148K0.0%N/A0.180%
11/18/2024 Arete Wealth Advisors LLC21,701$735K0.1%-11.8%0.893%
11/15/2024 Barclays PLC4,366$148K0.0%N/A0.180%
11/15/2024 MML Investors Services LLC28,880$979K0.0%N/A1.188%
11/15/2024 HighTower Advisors LLC30,600$1.04M0.0%N/A1.259%
11/13/2024 WorthPointe LLC14,215$482K0.2%-46.9%0.585%
11/12/2024 Centaurus Financial Inc.18,405$624K0.0%-69.6%0.757%
11/6/2024 Archer Investment Corp16,057$544K0.1%+67.7%0.661%
11/5/2024 Nations 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%
10/30/2024 Alterna 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%
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%
10/8/2024 C2P 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%
9/23/2024 Centaurus Financial Inc.60,494$1.97M0.1%-2.6%2.489%
8/28/2024 Souders Financial Advisors8,809$287K0.0%N/A0.363%
8/15/2024 Delta Investment Management LLC14,349$467K0.1%-88.8%0.590%
8/8/2024WPWealth LLP9,210$300K0.1%N/A0.379%
8/2/2024 Archer Investment Corp9,572$311K0.1%+18.8%0.394%
7/31/2024 Commonwealth Equity Services LLC62,811$2.04M0.0%+2.7%2.585%
7/26/2024 WealthShield Partners LLC3,480$113K0.0%-66.3%0.143%
7/26/2024 Cambridge Investment Research Advisors Inc.62,716$2.04M0.0%+5.7%2.581%
7/19/2024 KFG Wealth Management LLC216,210$7.04M2.8%+1,285.2%8.898%
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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%
7/15/2024 RFG Advisory LLC6,383$208K0.0%-42.2%0.263%
7/12/2024 Central Valley Advisors LLC1,433$47K0.0%N/A0.059%
7/10/2024 CWM LLC3,530$115K0.0%+55.2%0.145%
5/9/2024 Delta Investment Management LLC128,340$4.09M0.9%-33.0%5.281%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors164,808$5.25M0.6%-5.3%6.782%
5/3/2024 Comprehensive 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%
(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, 72 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - July. The most heavily invested institutionals were 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 ($6.80M), Seros Financial LLC ($6.74M), and Wealth Enhancement Advisory Services LLC ($4.46M).Learn more on UJUL's institutional investors.

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

Of the 58 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), Raymond James Financial Inc. ($506.50K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($466.99K), and Envestnet Asset Management Inc. ($257.28K).

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

Institutional investors have bought a total of 7,288,597 shares in the last 24 months. This purchase volume represents approximately $222.04M in transactions.

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

Of the 41 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 ($999.42K), Delta Investment Management LLC ($219.92K), KFG Wealth Management LLC ($84.14K), Commonwealth Equity Services LLC ($54.33K), and Centaurus Financial Inc. ($45.76K).

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

Institutional investors have sold a total of 3,763,137 shares in the last 24 months. This volume of shares sold represents approximately $118.48M in transactions.



This page (BATS:UJUL) was last updated on 5/24/2025 by MarketBeat.com Staff
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