Q1 2023 13F Holders as of 3/31/2023
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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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5.7M
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Number of holders
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32
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Total 13F shares, excl. options
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726K
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Shares change
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-518K
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Total reported value, excl. options
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$19.6M
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Value change
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-$13.9M
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Number of buys
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11
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Number of sells
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-19
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Price
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$27.04
Significant Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) as of Q1 2023
37 filings reported holding UJUL - Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July as of Q1 2023.
Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 726K shares
of 5.7M outstanding shares and own 12.73% of the company stock.
Largest 10 shareholders include C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (169K shares), Outlook Wealth Advisors, LLC (75.2K shares), Brookstone Capital Management (70.2K shares), CENTAURUS FINANCIAL, INC. (41.6K shares), Cambridge Investment Research Advisors, Inc. (39.4K shares), ADVISOR GROUP HOLDINGS, INC. (31.6K shares), HighTower Advisors, LLC (29.1K shares), Arete Wealth Advisors, LLC (26.6K shares), COMMONWEALTH EQUITY SERVICES, LLC (25.7K shares), and Bedel Financial Consulting, Inc. (22.3K shares).
This table shows the top 32 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.