Innovator U.S. Equity Ultra Buffer ETF - July(UJUL)

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Innovator U.S. Equity Ultra Buffer ETF - July(UJUL)

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$41.47—

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UJUL(UJUL)

UJUL

Overview Stream Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 94 Institutional Holders

Holder	Shares	Date	Change	% Held
Kestra Advisory Services, LLC	196.63K	Jun 30, 26	-51.93K	3.57%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	183.96K	Jun 30, 26	+8.61K	3.34%
KFG WEALTH MANAGEMENT, LLC	96.87K	Jun 30, 26	-5.24K	1.76%
Brookstone Capital Management	75.08K	Jun 30, 26	-7.81K	1.36%
COMMONWEALTH EQUITY SERVICES, LLC	65.77K	Jun 30, 26	+2.73K	1.19%
CENTRAL VALLEY ADVISORS, LLC	58.25K	Jun 30, 26	+6.40K	1.06%
Berger Financial Group, Inc	57.74K	Jun 30, 26	+1.86K	1.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	41.68K	Jun 30, 26	+11.67K	0.76%
Chicago Partners Investment Group LLC	32.65K	Jun 30, 26	--	0.59%
Cambridge Investment Research Advisors, Inc.	32.14K	Jun 30, 26	+1.15K	0.58%
HighTower Advisors, LLC	31.60K	Jun 30, 26	--	0.57%
FIDUCIARY FINANCIAL GROUP, LLC	30.16K	Jun 30, 26	--	0.55%
Accurate Wealth Management, LLC	24.37K	Jun 30, 26	+14.31K	0.44%
TRUIST FINANCIAL CORP	24.11K	Jun 30, 26	--	0.44%
ENVESTNET ASSET MANAGEMENT INC	23.01K	Jun 30, 26	-25.80K	0.42%
Steel Peak Wealth Management LLC	20.60K	Jun 30, 26	+20.60K	0.37%
Spire Wealth Management	20.09K	Jun 30, 26	-2.70K	0.36%
Campbell Deegan Wealth Management, LLC	18.36K	Jun 30, 26	+18.36K	0.33%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	16.68K	Jun 30, 26	--	0.30%
InvesTrust	16.26K	Jun 30, 26	--	0.29%
Strategic Blueprint, LLC	13.10K	Jun 30, 26	-11.37K	0.24%
RETIREMENT GUYS FORMULA LLC	12.04K	Jun 30, 26	--	0.22%
Atria Investments, Inc	11.96K	Jun 30, 26	+72	0.22%
Souders Financial Advisors	11.68K	Jun 30, 26	--	0.21%
Bedel Financial Consulting, Inc.	11.39K	Jun 30, 26	+1.47K	0.21%
Concurrent Investment Advisors, LLC	10.96K	Jun 30, 26	+1.05K	0.20%
Encompass More Asset Management	10.95K	Jun 30, 26	+2.02K	0.20%
RFG Advisory, LLC	10.66K	Jun 30, 26	-676	0.19%
Archer Investment Corp	10.29K	Jun 30, 26	-545	0.19%
AE Wealth Management LLC	9.41K	Jun 30, 26	+2.86K	0.17%
PRINCIPAL SECURITIES, INC.	8.80K	Jun 30, 26	+8.80K	0.16%
ALTFEST L J & CO INC	8.51K	Jun 30, 26	-88	0.15%
SMITH SHELLNUT WILSON LLC /ADV	6.53K	Jun 30, 26	--	0.12%
Allegiance Financial Group Advisory Services LLC	5.99K	Jun 30, 26	--	0.11%
Capital Investment Advisory Services, LLC	5.78K	Jun 30, 26	--	0.10%
Lantz Financial LLC	5.60K	Jun 30, 26	+5.60K	0.10%
BENJAMIN EDWARDS INC	5.24K	Jun 30, 26	-243	0.10%
CoreCap Advisors, LLC	2.88K	Jun 30, 26	+256	0.05%
Financial Network Wealth Advisors LLC	2.04K	Jun 30, 26	-27	0.04%
EVOLUTION WEALTH MANAGEMENT INC.	1.32K	Jun 30, 26	--	0.02%
DHJJ Financial Advisors, Ltd.	864	Jun 30, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	718	Jun 30, 26	-303	0.01%
Farther Finance Advisors, LLC	16	Jun 30, 26	+16	0.00%
MONEY CONCEPTS CAPITAL CORP	--	Jun 30, 26	-7.00K	--
O'Connor Financial Group LLC	--	Jun 30, 26	-20.90K	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-26.13K	--
Buska Wealth Management, LLC	--	Jun 30, 26	-5.25K	--
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	--	Jun 30, 26	-45.73K	--
RAYMOND JAMES FINANCIAL INC	301.86K	Mar 31, 26	+22.38K	5.47%
ADVISOR GROUP HOLDINGS, INC.	278.19K	Mar 31, 26	-10.83K	5.04%
CWM, LLC	125.38K	Mar 31, 26	+2.71K	2.27%
Foundations Investment Advisors, LLC	75.74K	Mar 31, 26	+1.14K	1.37%
IMG Wealth Management, Inc.	64.11K	Mar 31, 26	-282	1.16%
Brinker Capital Investments, LLC	60.39K	Mar 31, 26	+5.31K	1.10%
Arete Wealth Advisors, LLC	58.38K	Mar 31, 26	+7	1.06%
Allworth Financial LP	48.29K	Mar 31, 26	-1.17K	0.88%
AssuredPartners Investment Advisors, LLC	45.74K	Mar 31, 26	-5.53K	0.83%
Cerity Partners LLC	43.61K	Mar 31, 26	--	0.79%
MML INVESTORS SERVICES, LLC	33.95K	Mar 31, 26	-659	0.62%
LPL Financial LLC	32.97K	Mar 31, 26	-709	0.60%
Triad Wealth Partners, LLC	23.56K	Mar 31, 26	+7.65K	0.43%
WPWealth LLP	22.86K	Mar 31, 26	-3.17K	0.41%
CENTAURUS FINANCIAL, INC.	14.37K	Mar 31, 26	-314	0.26%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.03K	Mar 31, 26	-32.14K	0.25%
JPMORGAN CHASE & CO	13.78K	Mar 31, 26	-342	0.25%
Cetera Investment Advisers	13.36K	Mar 31, 26	-79	0.24%
Advisory Services Network, LLC	12.15K	Mar 31, 26	--	0.22%
Steward Partners Investment Advisory, LLC	11.99K	Mar 31, 26	--	0.22%
Wood Tarver Financial Group, LLC	10.98K	Mar 31, 26	--	0.20%
Tradition Wealth Management, LLC	8.14K	Mar 31, 26	-37	0.15%
Delta Investment Management, LLC	6.50K	Mar 31, 26	--	0.12%
GOLDMAN SACHS GROUP INC	6.04K	Mar 31, 26	-4.39K	0.11%
Talon Private Wealth, LLC	1.29K	Mar 31, 26	+1.29K	0.02%
WealthShield Partners, LLC	434	Mar 31, 26	--	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	400	Mar 31, 26	+400	0.01%
Aptus Capital Advisors, LLC	400	Mar 31, 26	--	0.01%
BARCLAYS PLC	2	Mar 31, 26	-50	0.00%
MORGAN STANLEY	--	Mar 31, 26	-400	--
HARBOUR INVESTMENTS, INC.	--	Mar 31, 26	-985	--
CALTON & ASSOCIATES, INC.	--	Mar 31, 26	-5.58K	--
Trek Financial, LLC	--	Mar 31, 26	-6.71K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-26.49K	--
Orion Portfolio Solutions, LLC	17.95K	Mar 31, 25	+17.95K	0.33%
Sugarloaf Wealth Management, LLC	7.86K	Dec 31, 24	--	0.14%
RAYMOND JAMES & ASSOCIATES	218.21K	Sep 30, 24	+3.71K	3.96%
Raymond James Financial Services Advisors, Inc.	11.06K	Sep 30, 24	+1.84K	0.20%
Cetera Advisor Networks LLC	17.51K	Mar 31, 24	-166	0.32%
BEDEL FINANCIAL CONSULTING INC	22.34K	Sep 30, 23	+22.34K	0.41%
NEXT Financial Group, Inc	4.83K	Dec 31, 21	--	0.09%
Ameritas Investment Company, LLC	68.75K	Sep 30, 21	+68.75K	1.25%
Hoover Financial Advisors, Inc.	71.15K	Jun 30, 21	+71.15K	1.29%
OLD MISSION CAPITAL, LLC	12.34K	Dec 31, 20	+12.34K	0.22%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.61K	Dec 31, 19	+190	0.07%
Advisor Group, Inc.	2.33K	Dec 31, 19	-1.00K	0.04%

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Holder

Date

Change

% Held

Kestra Advisory Services, LLC

196.63K

Jun 30, 26

-51.93K

3.57%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

183.96K

Jun 30, 26

+8.61K

3.34%

KFG WEALTH MANAGEMENT, LLC

96.87K

Jun 30, 26

-5.24K

1.76%

Brookstone Capital Management

75.08K

Jun 30, 26

-7.81K

1.36%

COMMONWEALTH EQUITY SERVICES, LLC

65.77K

Jun 30, 26

+2.73K

1.19%

CENTRAL VALLEY ADVISORS, LLC

58.25K

Jun 30, 26

+6.40K

1.06%

Berger Financial Group, Inc

57.74K

Jun 30, 26

+1.86K

1.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

41.68K

Jun 30, 26

+11.67K

0.76%

Chicago Partners Investment Group LLC

32.65K

Jun 30, 26

0.59%

Cambridge Investment Research Advisors, Inc.

32.14K

Jun 30, 26

+1.15K

0.58%

HighTower Advisors, LLC

31.60K

Jun 30, 26

0.57%

FIDUCIARY FINANCIAL GROUP, LLC

30.16K

Jun 30, 26

0.55%

Accurate Wealth Management, LLC

24.37K

Jun 30, 26

+14.31K

0.44%

TRUIST FINANCIAL CORP

24.11K

Jun 30, 26

0.44%

ENVESTNET ASSET MANAGEMENT INC

23.01K

Jun 30, 26

-25.80K

0.42%

Steel Peak Wealth Management LLC

20.60K

Jun 30, 26

+20.60K

0.37%

Spire Wealth Management

20.09K

Jun 30, 26

-2.70K

0.36%

Campbell Deegan Wealth Management, LLC

18.36K

Jun 30, 26

+18.36K

0.33%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

16.68K

Jun 30, 26

0.30%

InvesTrust

16.26K

Jun 30, 26

0.29%

Strategic Blueprint, LLC

13.10K

Jun 30, 26

-11.37K

0.24%

RETIREMENT GUYS FORMULA LLC

12.04K

Jun 30, 26

0.22%

Atria Investments, Inc

11.96K

Jun 30, 26

+72

0.22%

Souders Financial Advisors

11.68K

Jun 30, 26

0.21%

Bedel Financial Consulting, Inc.

11.39K

Jun 30, 26

+1.47K

0.21%

Concurrent Investment Advisors, LLC

10.96K

Jun 30, 26

+1.05K

0.20%

Encompass More Asset Management

10.95K

Jun 30, 26

+2.02K

0.20%

RFG Advisory, LLC

10.66K

Jun 30, 26

-676

0.19%

Archer Investment Corp

10.29K

Jun 30, 26

-545

0.19%

AE Wealth Management LLC

9.41K

Jun 30, 26

+2.86K

0.17%

PRINCIPAL SECURITIES, INC.

8.80K

Jun 30, 26

+8.80K

0.16%

ALTFEST L J & CO INC

8.51K

Jun 30, 26

-88

0.15%

SMITH SHELLNUT WILSON LLC /ADV

6.53K

Jun 30, 26

0.12%

Allegiance Financial Group Advisory Services LLC

5.99K

Jun 30, 26

0.11%

Capital Investment Advisory Services, LLC

5.78K

Jun 30, 26

0.10%

Lantz Financial LLC

5.60K

Jun 30, 26

+5.60K

0.10%

BENJAMIN EDWARDS INC

5.24K

Jun 30, 26

-243

0.10%

CoreCap Advisors, LLC

2.88K

Jun 30, 26

+256

0.05%

Financial Network Wealth Advisors LLC

2.04K

Jun 30, 26

-27

0.04%

EVOLUTION WEALTH MANAGEMENT INC.

1.32K

Jun 30, 26

0.02%

DHJJ Financial Advisors, Ltd.

864

Jun 30, 26

0.02%

Ashton Thomas Private Wealth, LLC

718

Jun 30, 26

-303

0.01%

Farther Finance Advisors, LLC

Jun 30, 26

+16

0.00%

MONEY CONCEPTS CAPITAL CORP

Jun 30, 26

-7.00K

O'Connor Financial Group LLC

Jun 30, 26

-20.90K

SeaCrest Wealth Management, LLC

Jun 30, 26

-26.13K

Buska Wealth Management, LLC

Jun 30, 26

-5.25K

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Jun 30, 26

-45.73K

RAYMOND JAMES FINANCIAL INC

301.86K

Mar 31, 26

+22.38K

5.47%

ADVISOR GROUP HOLDINGS, INC.

278.19K

Mar 31, 26

-10.83K

5.04%

CWM, LLC

125.38K

Mar 31, 26

+2.71K

2.27%

Foundations Investment Advisors, LLC

75.74K

Mar 31, 26

+1.14K

1.37%

IMG Wealth Management, Inc.

64.11K

Mar 31, 26

-282

1.16%

Brinker Capital Investments, LLC

60.39K

Mar 31, 26

+5.31K

1.10%

Arete Wealth Advisors, LLC

58.38K

Mar 31, 26

1.06%

Allworth Financial LP

48.29K

Mar 31, 26

-1.17K

0.88%

AssuredPartners Investment Advisors, LLC

45.74K

Mar 31, 26

-5.53K

0.83%

Cerity Partners LLC

43.61K

Mar 31, 26

0.79%

MML INVESTORS SERVICES, LLC

33.95K

Mar 31, 26

-659

0.62%

LPL Financial LLC

32.97K

Mar 31, 26

-709

0.60%

Triad Wealth Partners, LLC

23.56K

Mar 31, 26

+7.65K

0.43%

WPWealth LLP

22.86K

Mar 31, 26

-3.17K

0.41%

CENTAURUS FINANCIAL, INC.

14.37K

Mar 31, 26

-314

0.26%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.03K

Mar 31, 26

-32.14K

0.25%

JPMORGAN CHASE & CO

13.78K

Mar 31, 26

-342

0.25%

Cetera Investment Advisers

13.36K

Mar 31, 26

-79

0.24%

Advisory Services Network, LLC

12.15K

Mar 31, 26

0.22%

Steward Partners Investment Advisory, LLC

11.99K

Mar 31, 26

0.22%

Wood Tarver Financial Group, LLC

10.98K

Mar 31, 26

0.20%

Tradition Wealth Management, LLC

8.14K

Mar 31, 26

-37

0.15%

Delta Investment Management, LLC

6.50K

Mar 31, 26

0.12%

GOLDMAN SACHS GROUP INC

6.04K

Mar 31, 26

-4.39K

0.11%

Talon Private Wealth, LLC

1.29K

Mar 31, 26

+1.29K

0.02%

WealthShield Partners, LLC

434

Mar 31, 26

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

400

Mar 31, 26

+400

0.01%

Aptus Capital Advisors, LLC

400

Mar 31, 26

0.01%

BARCLAYS PLC

Mar 31, 26

-50

0.00%

MORGAN STANLEY

Mar 31, 26

-400

HARBOUR INVESTMENTS, INC.

Mar 31, 26

-985

CALTON & ASSOCIATES, INC.

Mar 31, 26

-5.58K

Trek Financial, LLC

Mar 31, 26

-6.71K

OLD MISSION CAPITAL LLC

Mar 31, 26

-26.49K

Orion Portfolio Solutions, LLC

17.95K

Mar 31, 25

+17.95K

0.33%

Sugarloaf Wealth Management, LLC

7.86K

Dec 31, 24

0.14%

RAYMOND JAMES & ASSOCIATES

218.21K

Sep 30, 24

+3.71K

3.96%

Raymond James Financial Services Advisors, Inc.

11.06K

Sep 30, 24

+1.84K

0.20%

Cetera Advisor Networks LLC

17.51K

Mar 31, 24

-166

0.32%

BEDEL FINANCIAL CONSULTING INC

22.34K

Sep 30, 23

+22.34K

0.41%

NEXT Financial Group, Inc

4.83K

Dec 31, 21

0.09%

Ameritas Investment Company, LLC

68.75K

Sep 30, 21

+68.75K

1.25%

Hoover Financial Advisors, Inc.

71.15K

Jun 30, 21

+71.15K

1.29%

OLD MISSION CAPITAL, LLC

12.34K

Dec 31, 20

+12.34K

0.22%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.61K

Dec 31, 19

+190

0.07%

Advisor Group, Inc.

2.33K

Dec 31, 19

-1.00K

0.04%