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

$31.04
+0.12 (+0.39%)
(As of 04/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$15.63M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$22.09M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/10/2023 DHJJ 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%
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%
8/3/2023 CWM 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%
7/20/2023PFG Advisors8,773$251K0.0%N/A0.270%
7/18/2023KFG Wealth Management LLC66,425$1.90M1.1%+46.8%2.044%
7/13/2023Cambridge Investment Research Advisors Inc.9,531$272K0.0%-65.6%0.293%
7/11/2023Brookstone Capital Management530,894$15.11M0.3%+6.8%16.335%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
7/10/2023AE Wealth Management LLC19,357$553K0.0%N/A0.596%
7/10/2023Smith Anglin Financial LLC11,747$336K0.0%N/A0.361%
5/22/2023Arete Wealth Advisors LLC21,601$596K0.0%N/A0.655%
5/15/2023Trek Financial LLC328,199$9.05M0.8%-0.4%9.945%
5/11/2023Commonwealth Equity Services LLC81,937$2.26M0.0%+2.3%2.483%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,000$55K0.0%N/A0.061%
5/10/2023WealthPLAN Partners LLC6,525$180K0.0%N/A0.198%
5/9/2023Archer Investment Corp11,035$304K0.1%-44.2%0.334%
5/9/2023Spire Wealth Management8,900$245K0.0%+345.0%0.270%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors215,238$5.93M0.9%+31.8%6.522%
5/1/2023Arete Wealth Advisors LLC21,601$595.54B0.0%N/A0.655%
4/24/2023Berger Financial Group Inc166,477$4.59M0.6%+488.1%5.045%
4/21/20234J Wealth Management LLC18,587$512K0.5%+26.1%0.563%
4/21/2023Kovack Advisors Inc.13,717$378K0.1%N/A0.416%
4/19/2023Brookstone Capital Management497,245$13.76M0.3%+85.5%15.068%
4/14/2023KFG Wealth Management LLC45,253$1.25M0.9%+4.2%1.293%
3/6/2023OLD Mission Capital LLC18,600$498K0.0%-70.9%0.000%
2/10/2023CoreCap Advisors LLC3,000$80K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.891,150$23.88M0.0%-31.3%0.000%
2/8/2023Main Street Financial Solutions LLC12,000$322K0.1%-64.0%0.000%
2/7/2023Commonwealth Equity Services LLC80,131$2.15M0.0%-1.4%0.000%
2/7/2023Envestnet Asset Management Inc.8,249$221K0.0%-79.0%0.000%
2/6/2023Arete Wealth Advisors LLC20,043$537.05B0.0%-13.5%0.000%
1/31/2023Castle Rock Wealth Management LLC47,443$1.30M0.6%-2.7%0.000%
1/30/2023Berger Financial Group Inc28,306$758K0.1%N/A0.000%
1/19/2023Stratos Wealth Advisors LLC9,990$268K0.0%N/A0.000%
1/18/2023KFG Wealth Management LLC43,439$1.16M1.2%N/A0.000%
1/9/2023Brookstone Capital Management268,091$7.22M0.1%-71.2%0.000%
(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, 39 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - June. The most heavily invested institutionals were Advisor Group Holdings Inc. ($23.88M), Trek Financial LLC ($9.05M), Berger Financial Group Inc ($5.29M), Commonwealth Equity Services LLC ($2.24M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.09M), Comprehensive Financial Consultants Institutional Inc. ($2.00M), and Brookstone Capital Management ($1.64M).Learn more on UJUN's institutional investors.

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

Of the 28 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - June stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($262.80K), Berger Financial Group Inc ($177.48K), KFG Wealth Management LLC ($72.23K), Comprehensive Financial Consultants Institutional Inc. ($69.48K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($51.95K), Arete Wealth Advisors LLC ($43.20K), and SageView Advisory Group LLC ($34.72K).

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

Institutional investors have bought a total of 887,219 shares in the last 24 months. This purchase volume represents approximately $24.75M in transactions.

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

Of the 21 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - June stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.14M), Advisor Group Holdings Inc. ($406.54K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($141.26K), OLD Mission Capital LLC ($45.30K), Cypress Wealth Services LLC ($37.95K), Envestnet Asset Management Inc. ($31.00K), and KFG Wealth Management LLC ($23.97K).

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

Institutional investors have sold a total of 1,923,592 shares in the last 24 months. This volume of shares sold represents approximately $53.54M in transactions.


This page (BATS:UJUN) was last updated on 4/23/2024 by MarketBeat.com Staff

From Our Partners