Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - January
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Shares outstanding
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5,031,032
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Number of holders
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86
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Total 13F shares, excl. options
-
2,781,778
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Shares change
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-770,160
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Total reported value, excl. options
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$103,254,098
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Value change
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-$28,580,483
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Number of buys
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23
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Number of sells
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-42
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Price
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$37.11
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) as of Q2 2024
93 filings reported holding UJAN - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January as of Q2 2024.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,781,778 shares
of 5,031,032 outstanding shares and own 55% of the company stock.
Largest 10 shareholders include Fermata Advisors, LLC (536,138 shares), COMMONWEALTH EQUITY SERVICES, LLC (255,026 shares), Strategic Blueprint, LLC (161,546 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (151,806 shares), MGO ONE SEVEN LLC (131,858 shares), OSAIC HOLDINGS, INC. (98,339 shares), TRUIST FINANCIAL CORP (87,161 shares), Tradition Wealth Management, LLC (85,527 shares), Berkshire Money Management, Inc. (79,793 shares), and Allworth Financial LP (77,915 shares).
This table shows the top 86 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.