Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free UJUL Stock Alerts

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

$40.53 +0.01 (+0.02%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$88.59M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$73.24M
Get UJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - July stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UJUL Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC2,885$118K0.0%+9.7%0.077%
5/19/2026Centaurus Financial Inc.14,373$550K0.0%-2.1%0.385%
5/18/2026Talon Private Wealth LLC1,288$49K0.0%N/A0.035%
5/16/2026IMG Wealth Management Inc.64,111$2.46M1.6%-0.4%1.719%
5/4/2026Archer Investment Corp10,832$415K0.1%-15.4%0.290%
5/4/2026Bedel Financial Consulting Inc.9,927$380K0.0%-9.0%0.266%
4/30/2026Kestra Advisory Services LLC248,559$9.52M0.0%-0.8%6.664%
4/30/2026Money Concepts Capital Corp6,998$268K0.0%-47.4%0.188%
4/28/2026Berger Financial Group Inc55,885$2.14M0.1%-2.3%1.498%
4/22/2026 Fort Washington Investment Advisors Inc. OH16,675$639K0.0%-2.9%0.447%
4/21/2026 KFG Wealth Management LLC102,110$3.91M0.5%-23.5%2.738%
4/17/2026 Brookstone Capital Management82,891$3.17M0.0%-2.9%2.222%
4/16/2026Triad Wealth Partners LLC23,564$902K0.1%+48.0%0.632%
2/19/2026BFI Wealth Solutions LLC5,650$219K0.2%N/A0.151%
2/18/2026OLD Mission Capital LLC26,486$1.03M0.0%N/A0.710%
2/17/2026Cetera Investment Advisers13,443$521K0.0%-2.7%0.360%
2/17/2026Osaic Holdings Inc.289,023$11.20M0.0%-10.7%7.749%
2/16/2026MML Investors Services LLC34,608$1.34M0.0%+2.8%0.928%
2/13/2026Arete Wealth Advisors LLC58,373$2.26M0.1%-5.7%1.565%
2/13/2026WPWealth LLP26,036$1.01M0.2%-34.4%0.698%
2/12/2026Orion Porfolio Solutions LLC55,087$2.14M0.0%+8.5%1.477%
2/12/2026Commonwealth Equity Services LLC63,183$2.45M0.0%-6.4%1.694%
2/11/2026Cerity Partners LLC43,612$1.69M0.0%-19.6%1.169%
2/10/2026Goldman Sachs Group Inc.10,427$404K0.0%-7.1%0.280%
2/10/2026NewCorp Financial Services Inc.7,303$283K0.3%N/A0.196%
2/10/2026Foundations Investment Advisors LLC74,601$2.89M0.0%+362.5%2.000%
2/5/2026IMG Wealth Management Inc.64,393$2.50M1.6%-1.0%1.726%
2/5/2026Allworth Financial LP49,456$1.92M0.0%-2.4%1.326%
2/4/2026Money Concepts Capital Corp13,312$516K0.0%+8.0%0.357%
2/4/2026Trek Financial LLC6,707$260K0.0%+19.4%0.180%
2/3/2026Allegiance Financial Group Advisory Services LLC5,991$232K0.0%-50.4%0.161%
2/3/2026 Encompass More Asset Management8,169$317K0.1%+18.1%0.219%
2/3/2026AssuredPartners Investment Advisors LLC51,266$1.99M0.3%N/A1.374%
2/2/2026Truist Financial Corp25,272$979K0.0%-2.3%0.678%
1/30/2026Archer Investment Corp12,809$496K0.1%-16.3%0.343%
1/30/2026 Strategic Blueprint LLC25,045$970K0.1%+1.0%0.671%
1/29/2026Concurrent Investment Advisors LLC12,153$471K0.0%+57.5%0.326%
1/27/2026Berger Financial Group Inc57,177$2.22M0.1%-3.2%1.533%
1/26/2026 Nations Financial Group Inc. IA ADV45,501$1.76M0.1%+2.0%1.220%
1/26/2026CWM LLC122,668$4.75M0.0%+8.9%3.289%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
1/23/2026Optima Capital LLC839$33K0.0%N/A0.022%
1/22/2026Triad Wealth Partners LLC15,917$617K0.1%+13.4%0.427%
1/22/2026 Buska Wealth Management LLC5,937$230K0.1%-11.4%0.159%
1/21/2026 KFG Wealth Management LLC133,406$5.17M0.7%-23.6%3.577%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors165,237$6.40M0.4%-38.8%4.430%
1/15/2026 Brookstone Capital Management85,394$3.31M0.0%-94.8%2.289%
1/14/2026 Spire Wealth Management33,680$1.31M0.0%-5.4%0.903%
1/14/2026 Accurate Wealth Management LLC10,061$392K0.0%-5.3%0.270%
1/12/2026 SeaCrest Wealth Management LLC30,162$1.18M0.1%-5.9%0.809%
1/1/2026JPMorgan Chase & Co.14,470$551K0.0%+5.1%0.388%
11/17/2025Susquehanna International Group LLP14,451$551K0.0%N/A0.387%
11/17/2025Citadel Advisors LLC7,589$289K0.0%N/A0.203%
11/14/2025Raymond James Financial Inc.278,917$10.63M0.0%+1.8%7.478%
11/14/2025Wood Tarver Financial Group LLC10,985$418K0.1%+117.7%0.295%
11/13/2025 SeaCrest Wealth Management LLC32,062$1.23M0.1%N/A0.860%
11/12/2025Orion Porfolio Solutions LLC50,794$1.94M0.0%+15.5%1.362%
11/12/2025Focus Partners Advisor Solutions LLC24,150$927K0.0%+100.0%0.647%
11/12/2025Arete Wealth Advisors LLC61,914$2.36M0.1%+447.0%1.660%
11/12/2025 Buska Wealth Management LLC6,698$255K0.1%-18.5%0.180%
11/7/2025JPMorgan Chase & Co.14,470$551K0.0%+5.1%0.388%
11/7/2025Calton & Associates Inc.5,502$210K0.0%N/A0.148%
11/5/2025Envestnet Asset Management Inc.46,527$1.77M0.0%+48.7%1.247%
11/4/2025Money Concepts Capital Corp12,324$470K0.0%N/A0.330%
11/4/2025Souders Financial Advisors12,195$465K0.1%-13.9%0.327%
11/3/2025Foundations Investment Advisors LLC16,129$615K0.0%N/A0.432%
11/3/2025AE Wealth Management LLC4,847$185K0.0%+35.3%0.130%
11/3/2025Archer Investment Corp15,311$583K0.1%+4.9%0.410%
10/31/2025Trek Financial LLC5,617$214K0.0%N/A0.151%
10/30/2025Triad Wealth Partners LLC14,041$535K0.1%+122.2%0.376%
10/29/2025Arkadios Wealth Advisors12,257$467K0.0%N/A0.329%
10/29/2025 Wealth Enhancement Advisory Services LLC135,764$5.18M0.0%-1.4%3.640%
10/28/2025 Nations Financial Group Inc. IA ADV44,597$1.70M0.1%-1.0%1.196%
10/27/2025Concurrent Investment Advisors LLC7,714$294K0.0%+6.9%0.207%
10/27/2025Smith Shellnut Wilson LLC ADV6,531$249K0.1%-13.3%0.175%
10/27/2025Financial Network Wealth Advisors LLC1,773$68K0.1%+39.2%0.048%
10/23/2025Benjamin Edwards Inc.5,881$224K0.0%N/A0.158%
10/23/2025 Spire Wealth Management35,588$1.36M0.0%+376.3%0.954%
10/23/2025 Strategic Blueprint LLC24,787$945K0.0%+80.1%0.665%
10/22/2025 Riverchase Wealth Management LLC5,265$201K0.1%N/A0.141%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors270,179$10.30M0.6%+4.6%7.243%
10/20/2025 Accurate Wealth Management LLC10,623$404K0.1%-12.7%0.285%
10/20/2025DHJJ Financial Advisors Ltd.864$33K0.0%+2,060.0%0.023%
10/20/2025 Chris Bulman Inc9,287$354K0.2%N/A0.249%
10/20/2025 Merit Financial Group LLC40,777$1.55M0.0%-45.9%1.093%
10/17/2025 Fort Washington Investment Advisors Inc. OH17,175$655K0.0%-1.9%0.460%
10/17/2025 Encompass More Asset Management6,918$264K0.1%+21.0%0.185%
10/15/2025CWM LLC112,647$4.29M0.0%-0.4%3.020%
10/15/2025 Brookstone Capital Management1,633,596$62.26M0.7%+4,570.8%43.796%
10/14/2025Berger Financial Group Inc59,069$2.25M0.1%+233.5%1.584%
10/9/2025 Central Valley Advisors LLC52,235$1.99M0.6%+64.8%1.400%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
10/7/2025 KFG Wealth Management LLC174,667$6.66M1.0%+5.1%4.683%
9/4/2025Osaic Holdings Inc.316,219$11.63M0.0%+1.7%8.478%
8/29/2025 Evolution Wealth Management Inc.1,324$49K0.1%N/A0.035%
8/29/2025Centaurus Financial Inc.14,884$548K0.0%-18.9%0.399%
8/27/2025Orion Porfolio Solutions LLC43,980$1.62M0.0%+144.9%1.179%
8/19/2025Advisory Services Network LLC12,155$451K0.0%N/A0.326%
8/15/2025Orion Porfolio Solutions LLC43,980$1.62M0.0%+144.9%1.179%
8/14/2025Raymond James Financial Inc.274,022$10.08M0.0%+3.4%7.346%
8/14/2025Cerity Partners LLC54,273$2.00M0.0%N/A1.455%
8/12/2025Steward Partners Investment Advisory LLC13,307$490K0.0%-2.5%0.357%


UJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - July. The most heavily invested institutionals were Osaic Holdings Inc. ($11.20M), Raymond James Financial Inc. ($10.63M), Kestra Advisory Services LLC ($9.52M), Seros Financial LLC ($9.04M), Raymond James & Associates ($7.40M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($6.40M), and Wealth Enhancement Advisory Services LLC ($5.18M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - July's institutional investors.

Of the 70 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: Brookstone Capital Management ($1.64M), Raymond James Financial Inc. ($520.42K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($486.14K), Seros Financial LLC ($245.63K), CWM LLC ($106.48K), Foundations Investment Advisors LLC ($74.60K), and IMG Wealth Management Inc. ($64.88K).

Institutional investors have bought a total of 2,331,095 shares in the last 24 months. This purchase volume represents approximately $88.59M in transactions.

Of the 33 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 ($1.55M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($104.94K), KFG Wealth Management LLC ($72.56K), Merit Financial Group LLC ($34.60K), Osaic Holdings Inc. ($34.54K), WPWealth LLP ($13.65K), and Cerity Partners LLC ($10.66K).

Institutional investors have sold a total of 1,889,470 shares in the last 24 months. This volume of shares sold represents approximately $73.24M in transactions.


Related Companies

This page (BATS:UJUL) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel