Q1 2025 13F Holders as of 31 Mar 2025
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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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4,028,019
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Total 13F shares
-
2,705,938
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Share change
-
+227,113
-
Total reported value
-
$90,531,675
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Price per share
-
$33.53
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Number of holders
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68
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Value change
-
+$7,417,380
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Number of buys
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21
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Number of sells
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37
Institutional Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) as of Q1 2025
As of 31 Mar 2025 Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) had 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,705,938 shares of stock of the company.
Largest 10 holders included OSAIC HOLDINGS, INC., RAYMOND JAMES FINANCIAL INC, Kestra Advisory Services, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Seros Financial, LLC, KFG WEALTH MANAGEMENT, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, CWM, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and IMG Wealth Management, Inc..
This table shows 68 institutional shareholders of the security as of 31 Mar 2025.
| 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.