Free Trial
Your Rate Never Goes Up! Save $100 a Year on MarketBeat All Access
Upgrade Now
Claim MarketBeat All Access Sale Promotion

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

$39.05 -0.15 (-0.38%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$142.19M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$181.67M
Get UJUN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - June 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

UJUN Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2026MBL Wealth LLC9,885$387K0.0%-12.3%0.430%
10/22/2026Brookstone Capital Management1,322,583$51.77M0.5%-62.2%57.504%
10/21/2026 Axxcess Wealth Management LLC15,652$613K0.0%-51.2%0.681%
10/20/2026 Retirement Planning Group LLC7,803$305K0.0%N/A0.339%
10/17/2026 SteelPeak Wealth LLC20,119$788K0.0%-6.7%0.875%
10/16/2026 KFG Wealth Management LLC140,761$5.51M0.6%-50.6%6.120%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors176,407$6.91M0.3%-2.3%7.670%
10/9/2026 Castle Rock Wealth Management LLC39,368$1.56M0.3%-65.1%1.712%
10/8/2026 CoreCap Advisors LLC8,880$348K0.0%-98.3%0.386%
9/23/2026Envestnet Asset Management Inc.1,138,655$43.88M0.0%+3,860.5%49.507%
9/11/2026Bullseye Investment Management LLC19,909$767K0.4%N/A0.866%
9/11/2026Talon Private Wealth LLC1,057,015$43.78M5.2%N/A45.957%
9/9/2026Sequoia Financial Advisors LLC15,284$589K0.0%N/A0.665%
9/9/2026 Lotus Asset Management LLC4,618$178K0.2%N/A0.201%
9/9/2026Capital Analysts LLC17,583$678K0.0%N/A0.764%
9/9/2026Integrated Wealth Concepts LLC7,393$285K0.0%N/A0.321%
9/9/2026RFG Advisory LLC66,330$2.56M0.0%N/A2.884%
9/9/2026NewEdge Advisors LLC115,415$4.45M0.0%N/A5.018%
9/9/2026 IFP Advisors Inc122,360$4.72M0.1%N/A5.320%
9/8/2026Allworth Financial LP5,679$219K0.0%N/A0.247%
8/26/2026Schulz Wealth LTD.5,125$198K0.1%N/A0.223%
8/23/2026Atlantic Private Wealth LLC19,726$760K0.5%N/A0.858%
8/23/2026Ameritas Advisory Services LLC12,003$463K0.0%N/A0.522%
8/23/2026Straight Path Wealth Management20,551$792K0.2%N/A0.894%
8/23/2026Yarger Wealth Strategies LLC67,780$2.61M0.9%N/A2.947%
8/23/2026Operose Advisors LLC2,061$79K0.0%N/A0.090%
8/23/2026HB Wealth Management LLC52,605$2.03M0.0%N/A2.287%
8/23/2026 Clay Northam Wealth Management LLC20,595$794K0.4%N/A0.895%
8/22/2026Three Seasons Wealth LLC71,880$2.77M0.3%N/A3.125%
8/22/2026Syon Capital LLC79,430$3.06M0.1%N/A3.453%
8/22/2026 Concurrent Investment Advisors LLC44,087$1.70M0.0%N/A1.917%
8/21/2026Integrity Financial Corp WA5,262$221K0.1%+240.8%0.229%
8/21/2026 KFG Wealth Management LLC284,982$11.98M1.4%+259.0%12.391%
8/21/2026WorthPointe LLC5,862$226K0.1%N/A0.255%
8/21/2026Continuum Advisory LLC26,617$1.03M0.1%N/A1.157%
8/21/2026Orion Capital Management LLC45,974$1.77M0.6%N/A1.999%
8/21/2026Firestone Capital Management6,005$231K0.0%N/A0.261%
8/21/2026 Atticus Wealth Management LLC23,020$887K0.2%N/A1.001%
8/21/2026XML Financial LLC16,164$623K0.0%N/A0.703%
8/21/2026 Beacon Financial Advisory LLC78,751$3.04M0.6%N/A3.424%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
8/21/2026Retirement Income Solutions Inc.64,666$2.49M0.4%N/A2.812%
8/21/2026Bedel Financial Consulting Inc.38,542$1.49M0.1%N/A1.676%
8/21/2026 Triumph Capital Management11,418$440K0.1%N/A0.496%
8/20/2026 Gill Capital Partners LLC65,786$2.54M0.7%N/A2.860%
8/20/2026American Asset Management Inc.6,960$268K0.2%N/A0.303%
7/10/2026 Fiduciary Financial Group LLC15,022$579K0.1%+58.5%0.653%
7/7/2026 CoreCap Advisors LLC8,979$346K0.0%+17.0%0.390%
5/13/2026Cetera Investment Advisers19,998$745K0.0%-7.7%0.869%
4/28/2026Berger Financial Group Inc175,588$6.54M0.4%-14.2%7.634%
4/21/2026 KFG Wealth Management LLC79,389$2.96M0.4%-18.2%3.452%
4/17/2026Brookstone Capital Management23,980$893K0.0%-5.3%1.043%
2/18/2026OLD Mission Capital LLC43,283$1.62M0.0%+2.3%1.882%
2/17/2026Cetera Investment Advisers21,678$811K0.0%-7.5%0.943%
2/17/2026Osaic Holdings Inc.45,395$1.70M0.0%-2.1%1.974%
2/12/2026Commonwealth Equity Services LLC51,450$1.92M0.0%-9.5%2.237%
2/12/2026Wood Tarver Financial Group LLC25,684$960K0.3%-1.3%1.117%
2/11/2026LPL Financial LLC31,593$1.18M0.0%+1.6%1.374%
2/10/2026Foundations Investment Advisors LLC22,665$848K0.0%+108.8%0.985%
2/5/2026IMG Wealth Management Inc.28,142$1.05M0.7%-1.1%1.224%
2/5/2026 Castle Rock Wealth Management LLC40,094$1.51M0.3%-7.3%1.743%
2/4/2026Trek Financial LLC153,095$5.73M0.3%-0.9%6.656%
2/3/2026AssuredPartners Investment Advisors LLC25,510$954K0.1%N/A1.109%
2/2/2026Truist Financial Corp24,226$906K0.0%-1.4%1.053%
1/27/2026Berger Financial Group Inc204,545$7.65M0.4%-5.6%8.893%
1/26/2026O Connor Financial Group LLC8,954$337K0.1%-74.2%0.389%
1/26/2026BCS Wealth Management8,564$320K0.0%N/A0.372%
1/21/2026 KFG Wealth Management LLC97,029$3.63M0.5%-13.5%4.219%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors145,710$5.45M0.3%-11.0%6.335%
1/15/2026Brookstone Capital Management25,319$947K0.0%-98.5%1.101%
1/14/2026Spire Wealth Management52,376$1.96M0.1%-14.5%2.277%
1/12/2026 SeaCrest Wealth Management LLC97,411$3.65M0.4%-3.2%4.235%
1/1/2026JPMorgan Chase & Co.22,322$819K0.0%N/A0.971%
12/2/2025 IFP Advisors Inc1,450$53K0.0%-92.9%0.063%
11/17/2025Susquehanna International Group LLP23,721$870K0.0%+55.4%1.031%
11/17/2025Citadel Advisors LLC21,169$777K0.0%N/A0.920%
11/14/2025Wood Tarver Financial Group LLC26,030$955K0.3%-2.8%1.132%
11/13/2025 SeaCrest Wealth Management LLC100,634$3.70M0.4%-3.9%4.375%
11/7/2025JPMorgan Chase & Co.22,322$819K0.0%N/A0.971%
11/5/2025IMG Wealth Management Inc.28,462$1.04M0.7%-1.2%1.237%
11/5/2025Envestnet Asset Management Inc.29,650$1.09M0.0%+1.8%1.289%
11/3/2025Foundations Investment Advisors LLC10,854$398K0.0%N/A0.472%
10/31/2025Trek Financial LLC154,553$5.67M0.3%-1.4%6.720%
10/29/2025Arkadios Wealth Advisors11,289$414K0.0%N/A0.491%
10/29/2025 Wealth Enhancement Advisory Services LLC16,627$611K0.0%-10.6%0.723%
10/23/2025Spire Wealth Management61,280$2.25M0.1%-1.1%2.664%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors163,759$6.01M0.3%+8.3%7.120%
10/20/2025 Chris Bulman Inc6,379$234K0.1%N/A0.277%
10/15/2025Brookstone Capital Management1,651,928$60.61M0.7%+4,765.5%71.823%
10/14/2025Berger Financial Group Inc216,710$7.95M0.5%-2.6%9.422%
10/10/2025 FC Advisory LLC6,061$222K0.1%N/A0.264%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
10/7/2025 KFG Wealth Management LLC112,120$4.11M0.6%-0.7%4.875%
9/4/2025Osaic Holdings Inc.42,278$1.51M0.0%+77.3%1.838%
8/15/2025Chapman Financial Group LLC1,200$43K0.0%N/A0.052%
8/14/2025Jane Street Group LLC29,391$1.05M0.0%N/A1.278%
8/14/2025Raymond James Financial Inc.5,688$203K0.0%N/A0.247%
8/13/2025SageView Advisory Group LLC16,678$601K0.0%-39.2%0.725%
8/13/2025Trek Financial LLC156,677$5.58M0.4%+2.3%6.812%
8/13/2025Beacon Pointe Advisors LLC25,404$905K0.0%+20.0%1.105%
8/12/2025Archer Investment Corp715$25K0.0%N/A0.031%
8/8/2025Cetera Investment Advisers17,079$608K0.0%+16.3%0.743%


UJUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - June. The most heavily invested institutionals were Brookstone Capital Management ($51.77M), Envestnet Asset Management Inc. ($43.88M), Talon Private Wealth LLC ($43.78M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($6.91M), Berger Financial Group Inc ($6.54M), Trek Financial LLC ($5.73M), and KFG Wealth Management LLC ($5.51M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - June's institutional investors.

Of the 79 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - June's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.62M), Envestnet Asset Management Inc. ($1.11M), Talon Private Wealth LLC ($1.06M), KFG Wealth Management LLC ($205.59K), IFP Advisors Inc ($142.91K), NewEdge Advisors LLC ($115.42K), and SeaCrest Wealth Management LLC ($104.76K).

Institutional investors have bought a total of 3,695,354 shares in the last 24 months. This purchase volume represents approximately $142.19M in transactions.

Of the 21 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - June's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($3.80M), CoreCap Advisors LLC ($501.08K), KFG Wealth Management LLC ($176.95K), Castle Rock Wealth Management LLC ($76.61K), Berger Financial Group Inc ($41.12K), O Connor Financial Group LLC ($25.79K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($22.28K).

Institutional investors have sold a total of 4,720,357 shares in the last 24 months. This volume of shares sold represents approximately $181.67M in transactions.


Related Companies

Institutional ownership data for BATS:UJUN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Bezos… DOOMED?
A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X com...
Paradigm Press | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel