Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / Innovator S&P Ultra Buffer ETF - July
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Shares outstanding
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5,701,076
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Number of holders
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56
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Total 13F shares, excl. options
-
2,682,071
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Shares change
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-2,150,598
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Total reported value, excl. options
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$81,290,475
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Value change
-
-$65,348,950
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Number of buys
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15
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Number of sells
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-33
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Price
-
$30.30
Significant Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) as of Q4 2023
63 filings reported holding UJUL - Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July as of Q4 2023.
Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,682,071 shares
of 5,701,076 outstanding shares and own 47% of the company stock.
Largest 10 shareholders include Brookstone Capital Management (514,357 shares), ENVESTNET ASSET MANAGEMENT INC (237,433 shares), RAYMOND JAMES & ASSOCIATES (221,155 shares), Delta Investment Management, LLC (191,691 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (174,107 shares), MGO ONE SEVEN LLC (142,757 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (125,634 shares), COMMONWEALTH EQUITY SERVICES, LLC (115,508 shares), Allworth Financial LP (95,627 shares), and Kestra Advisory Services, LLC (82,287 shares).
This table shows the top 56 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.