Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Innovator S&P Ultra Buffer ETF - July
-
Shares outstanding
-
4,028,019
-
Total 13F shares
-
2,486,683
-
Share change
-
-561,368
-
Total reported value
-
$85,825,626
-
Price per share
-
$34.49
-
Number of holders
-
67
-
Value change
-
-$19,342,775
-
Number of buys
-
15
-
Number of sells
-
38
Institutional Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) as of Q4 2024
As of 31 Dec 2024,
Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,486,683 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., KFG WEALTH MANAGEMENT, LLC, Kestra Advisory Services, LLC, RAYMOND JAMES FINANCIAL INC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, COMMONWEALTH EQUITY SERVICES, LLC, IMG Wealth Management, Inc., Allworth Financial LP, and NATIONS FINANCIAL GROUP INC, /IA/ /ADV.
This page lists
67
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.