Q4 2024 13F Holders as of 31 Dec 2024
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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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67
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Total 13F shares, excl. options
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2,486,683
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Shares change
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-561,368
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Total reported value, excl. options
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$85,825,626
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Value change
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-$19,342,775
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Number of buys
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15
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Number of sells
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-38
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Price
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$34.49
Significant Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) as of Q4 2024
71 filings reported holding UJUL - Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July as of Q4 2024.
Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,486,683 shares
of 5,701,076 outstanding shares and own 44% of the company stock.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (278,882 shares), KFG WEALTH MANAGEMENT, LLC (260,229 shares), Kestra Advisory Services, LLC (251,062 shares), RAYMOND JAMES FINANCIAL INC (241,498 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (229,407 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (138,695 shares), COMMONWEALTH EQUITY SERVICES, LLC (71,881 shares), IMG Wealth Management, Inc. (57,963 shares), Allworth Financial LP (53,128 shares), and NATIONS FINANCIAL GROUP INC, /IA/ /ADV (45,348 shares).
This table shows the top 67 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.