Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Innovator S&P Ultra Buffer ETF - July
-
Shares outstanding
-
4,028,019
-
Total 13F shares
-
2,705,938
-
Share change
-
+227,113
-
Total reported value
-
$90,531,675
-
Price per share
-
$33.53
-
Number of holders
-
68
-
Value change
-
+$7,417,383
-
Number of buys
-
21
-
Number of sells
-
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) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,705,938 shares.
The 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 page lists
68
institutional shareholders reporting positions in this security
for the Q1 2025 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.