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

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$34.30M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$26.74M
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UJUN Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Wealth Enhancement Advisory Services LLC18,597$663K0.0%+6.6%0.809%
7/9/2025 Central Valley Advisors LLC54,455$1.94M0.7%+150.9%2.368%
7/7/2025 O Connor Financial Group LLC34,725$1.24M0.5%+10.3%1.510%
5/16/2025Arete Wealth Advisors LLC9,220$302K0.0%-18.6%0.498%
5/15/2025OLD Mission Capital LLC33,174$1.10M0.0%+61.2%1.793%
5/14/2025CreativeOne Wealth LLC6,111$202K0.0%-12.2%0.330%
5/14/2025Kestra Advisory Services LLC42,686$1.41M0.0%-2.2%2.307%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors138,789$4.61M0.4%+13.0%7.502%
5/12/2025Berger Financial Group Inc205,481$6.81M0.5%-4.0%11.107%
5/9/2025WealthShield Partners LLC10,352$343K0.0%+100.0%0.545%
5/6/2025Cetera Investment Advisers14,685$487K0.0%+38.8%0.773%
5/6/2025AE Wealth Management LLC2,793$93K0.0%-18.5%0.147%
4/30/2025Trek Financial LLC153,090$5.07M0.4%-5.7%8.057%
4/23/2025Spire Wealth Management35,885$1.19M0.0%-15.8%1.889%
4/23/2025AssuredPartners Investment Advisors LLC15,353$509K0.1%-8.6%0.808%
4/16/2025Wealth Enhancement Advisory Services LLC17,447$578K0.0%-4.1%0.918%
4/11/2025KFG Wealth Management LLC119,360$3.96M0.7%-31.2%6.282%
3/17/2025Wealth Enhancement Advisory Services LLC18,198$615K0.0%-15.1%0.910%
3/6/2025Wood Tarver Financial Group LLC26,790$905K0.3%N/A1.320%
3/5/2025Castle Rock Wealth Management LLC43,251$1.50M0.4%-3.6%2.131%
2/17/2025Cetera Investment Advisers10,580$358K0.0%+5.5%0.630%
2/14/2025Berger Financial Group Inc213,974$7.23M0.5%-22.4%12.737%
2/14/2025IHT Wealth Management LLC11,963$404K0.0%-32.9%0.712%
2/13/2025SageView Advisory Group LLC27,452$928K0.0%+60.3%1.634%
2/13/2025Trek Financial LLC162,316$5.49M0.4%-0.7%9.662%
2/13/2025Envestnet Asset Management Inc.26,177$885K0.0%-4.9%1.558%
2/12/2025Arete Wealth Advisors LLC11,333$383K0.0%-8.9%0.675%
2/12/2025OLD Mission Capital LLC20,582$696K0.0%-13.4%1.225%
2/12/2025AssuredPartners Investment Advisors LLC16,795$568K0.1%N/A1.000%
2/10/2025IMG Wealth Management Inc.26,209$886K0.8%N/A1.560%
2/10/2025Commonwealth Equity Services LLC84,476$2.86M0.0%-1.7%5.028%
2/4/2025WealthShield Partners LLC5,176$175K0.0%-20.7%0.308%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors122,795$4.15M0.1%+9.5%7.309%
1/24/2025Spire Wealth Management42,608$1.44M0.0%-4.0%2.536%
1/21/2025KFG Wealth Management LLC173,374$5.86M1.1%-17.6%10.320%
1/15/2025 Central Valley Advisors LLC21,997$744K0.3%-4.1%1.309%
1/13/2025Brookstone Capital Management37,323$1.26M0.0%-93.6%2.222%
11/19/2024Barclays PLC4,454$148K0.0%N/A0.265%
11/18/2024Arete Wealth Advisors LLC12,435$412K0.0%-16.9%0.740%
11/15/2024Barclays PLC4,454$148K0.0%N/A0.265%
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11/15/2024MML Investors Services LLC9,688$322K0.0%N/A0.577%
11/15/2024Jane Street Group LLC20,647$686K0.0%+74.3%1.229%
11/15/2024SageView Advisory Group LLC17,126$569K0.0%-65.4%1.019%
11/15/2024IHT Wealth Management LLC17,825$602K0.0%+3.6%1.061%
11/4/2024Sigma Planning Corp37,321$1.24M0.0%-8.2%2.221%
10/25/2024Worth Financial Advisory Group LLC27,675$920K0.5%-1.8%1.647%
10/21/2024Integrity Financial Corp WA3,084$102K0.1%-19.6%0.184%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors112,134$3.73M0.3%+6.9%6.675%
10/8/2024Brookstone Capital Management583,767$19.40M0.3%+6.8%34.748%
8/21/2024Truist Financial Corp22,017$705K0.0%N/A1.311%
8/13/2024AE Wealth Management LLC6,788$217K0.0%N/A0.404%
8/2/2024Archer Investment Corp23,805$762K0.2%+170.6%1.417%
7/31/2024Spire Wealth Management44,373$1.42M0.1%+449.2%2.641%
7/31/2024Commonwealth Equity Services LLC85,956$2.75M0.0%+1.9%5.116%
7/26/2024WealthShield Partners LLC7,438$238K0.0%+107.5%0.443%
7/26/2024Worth Financial Advisory Group LLC28,196$902K0.6%N/A1.678%
7/25/2024RPS Advisory Solutions LLC13,211$423K0.4%N/A0.786%
7/19/2024KFG Wealth Management LLC207,274$6.63M2.6%+329.4%12.338%
7/18/2024Brookstone Capital Management546,378$17.70M0.3%+930.6%32.523%
7/18/2024 Fiduciary Financial Group LLC9,478$309K0.1%N/A0.564%
7/15/2024RFG Advisory LLC7,623$244K0.0%N/A0.454%
7/12/2024 Central Valley Advisors LLC22,947$744K0.4%N/A1.366%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors59,091$1.83M0.2%-9.3%3.517%
4/29/2024Commonwealth Equity Services LLC84,385$2.62M0.0%+6.1%5.023%
4/19/2024KFG Wealth Management LLC48,269$1.50M0.6%-26.8%2.758%
4/16/2024Wealth Enhancement Advisory Services LLC21,432$665K0.0%-6.7%1.225%
4/15/2024Brookstone Capital Management53,018$1.64M0.0%-22.3%3.030%
2/9/2024Advisory Services Network LLC5,745$173K0.0%N/A0.198%
2/9/2024SageView Advisory Group LLC34,721$1.04M0.0%N/A1.197%
2/7/2024Berger Financial Group Inc176,120$5.29M0.5%-0.8%6.073%
2/6/2024Spire Wealth Management8,080$245K0.0%-11.5%0.279%
1/31/2024KFG Wealth Management LLC65,950$1.98M0.9%-8.7%2.274%
1/31/2024Archer Investment Corp9,300$280K0.1%-34.8%0.321%
1/24/2024Stratos Wealth Advisors LLC7,117$214K0.0%-28.8%0.245%
1/19/2024PFG Advisors13,098$394K0.0%-15.3%0.452%
1/11/2024Brookstone Capital Management68,230$2.05M0.0%-85.8%2.353%
11/13/2023Garden State Investment Advisory Services LLC17,235$488K0.2%-28.8%0.594%
11/8/2023Archer Investment Corp14,258$404K0.1%-9.5%0.492%
11/7/2023Kingsview Wealth Management LLC7,621$216K0.0%N/A0.263%
11/3/2023Berger Financial Group Inc177,479$5.02M0.6%+5.5%6.120%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors73,974$2.09M0.3%-58.7%2.551%
10/23/2023Commonwealth Equity Services LLC79,001$2.24M0.0%-2.3%2.724%
10/20/2023Brookstone Capital Management481,794$13.63M0.3%-9.2%16.614%
10/17/2023KFG Wealth Management LLC72,234$2.04M1.1%+8.7%2.491%
10/13/2023PFG Advisors15,456$437K0.0%+76.2%0.533%
10/13/2023Cypress Wealth Services LLC21,707$614K0.2%-63.6%0.749%
10/11/2023Castle Rock Wealth Management LLC45,543$1.28M0.4%-4.0%1.570%
10/10/2023DHJJ Financial Advisors Ltd.1,325$37K0.0%N/A0.046%
8/10/2023Commonwealth Equity Services LLC80,858$2.31M0.0%-1.3%2.788%
8/10/2023Berger Financial Group Inc168,209$4.81M0.5%+1.0%5.800%
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8/10/2023Cetera Investment Advisers16,045$459K0.0%N/A0.553%
8/8/2023Archer Investment Corp15,755$450K0.2%+42.8%0.543%
8/8/2023Balboa Wealth Partners8,878$254K0.1%-60.4%0.306%
8/8/2023Sequoia Financial Advisors LLC8,985$257K0.0%N/A0.310%
8/4/2023U.S. Capital Wealth Advisors LLC7,865$225K0.0%N/A0.271%
8/3/2023CWM LLC1,781$51K0.0%N/A0.061%
8/3/2023WealthShield Partners LLC3,584$102K0.0%N/A0.124%
7/26/2023 Michael S. Ryan Inc.23,328$667K0.6%N/A0.718%
7/24/2023Comprehensive Financial Consultants Institutional Inc.69,481$2.00M1.1%N/A2.138%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors179,224$5.12M0.7%-16.7%5.515%
(Data available from 1/1/2016 forward)

UJUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJUN shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - June. The most heavily invested institutionals were Berger Financial Group Inc ($6.81M), Trek Financial LLC ($5.07M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.61M), KFG Wealth Management LLC ($3.96M), Commonwealth Equity Services LLC ($2.86M), Comprehensive Financial Consultants Institutional Inc. ($2.00M), and Central Valley Advisors LLC ($1.94M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - June's institutional investors.

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

Of the 37 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 ($564.40K), KFG Wealth Management LLC ($185.99K), Comprehensive Financial Consultants Institutional Inc. ($69.48K), Central Valley Advisors LLC ($55.70K), SageView Advisory Group LLC ($45.05K), Spire Wealth Management ($36.29K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($33.93K).

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

Institutional investors have bought a total of 1,058,375 shares in the last 24 months. This purchase volume represents approximately $34.30M in transactions.

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

Of the 22 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 ($546.44K), KFG Wealth Management LLC ($91.11K), Berger Financial Group Inc ($70.31K), SageView Advisory Group LLC ($32.34K), Trek Financial LLC ($10.39K), Spire Wealth Management ($8.48K), and IHT Wealth Management LLC ($5.86K).

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

Institutional investors have sold a total of 793,093 shares in the last 24 months. This volume of shares sold represents approximately $26.74M in transactions.


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This page (BATS:UJUN) was last updated on 7/10/2025 by MarketBeat.com Staff
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