INNOVATOR U.S. EQUITY ULTRA (UJUL) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY ULTRA (UJUL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brookstone Capital Management, Commonwealth Equity Services, Llc, Concurrent Investment Advisors, Llc, Riverchase Wealth Management, Llc, and Spire Wealth Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bxm Wealth Llc | Buy | +5,430 | — | 5,430 | $224.69K | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +895 | +124.7% | 1,613 | $66.75K | Q3 2026 | Nov 03, 2026 |
| Rfg Advisory, Llc | Sell | -316 | -3.0% | 10,343 | $427.99K | Q3 2026 | Nov 03, 2026 |
| Souders Financial Advisors | Sell | -150 | -1.3% | 11,530 | $477.11K | Q3 2026 | Nov 03, 2026 |
| Commonwealth Equity Services, Llc | Buy | +77,475 | +117.8% | 143,245 | $5.93M | Q3 2026 | Nov 02, 2026 |
| Creative Planning | Buy | +10,239 | — | 10,239 | $423.70K | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, Llc | Sell | -8,037 | -4.1% | 188,589 | $7.80M | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +3,413 | +10.6% | 35,556 | $1.47K | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | Buy | +25,490 | +126.9% | 45,578 | $1.89M | Q3 2026 | Oct 30, 2026 |
| Truist Financial Corp | Sell | -272 | -1.1% | 23,839 | $986.46K | Q3 2026 | Oct 30, 2026 |
| Trek Financial, Llc | Buy | +15,079 | — | 15,079 | $623.97K | Q3 2026 | Oct 29, 2026 |
| Virtue Capital Management, Llc | Buy | +8,973 | — | 8,973 | $371.30K | Q3 2026 | Oct 29, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +100 | — | 100 | $4.14K | Q3 2026 | Oct 29, 2026 |
| Riverchase Wealth Management, Llc | Buy | +27,942 | — | 27,942 | $1.16M | Q3 2026 | Oct 28, 2026 |
| Partners Wealth Management, Llc | Buy | +20,942 | — | 20,942 | $866.58K | Q3 2026 | Oct 28, 2026 |
| Financial Network Wealth Advisors Llc | Sell | -190 | -9.3% | 1,847 | $76.43K | Q3 2026 | Oct 28, 2026 |
| Central Valley Advisors, Llc | Buy | +7,603 | +13.1% | 65,856 | $2.73M | Q3 2026 | Oct 27, 2026 |
| Img Wealth Management, Inc. | Buy | +113 | +0.2% | 64,117 | $2.65M | Q3 2026 | Oct 27, 2026 |
| Triad Wealth Partners, Llc | Buy | +12,114 | +31.1% | 51,098 | $2.11M | Q3 2026 | Oct 26, 2026 |
| O'Connor Financial Group Llc | Buy | +7,033 | — | 7,033 | $291.03K | Q3 2026 | Oct 26, 2026 |
| Retirement Guys Formula Llc | Sell | -3 | -0.0% | 12,033 | $497.93K | Q3 2026 | Oct 26, 2026 |
| Dhjj Financial Advisors, Ltd. | Sell | -157 | -18.2% | 707 | $29.26K | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | Buy | +1,232,374 | +1641.3% | 1,307,459 | $54.10M | Q3 2026 | Oct 22, 2026 |
| Strategic Blueprint, Llc | Buy | +727 | +5.6% | 13,822 | $571.95K | Q3 2026 | Oct 22, 2026 |
| Axxcess Wealth Management, Llc | Buy | +16,289 | — | 16,289 | $674.04K | Q3 2026 | Oct 21, 2026 |
| Chris Bulman Inc | Buy | +5,113 | — | 5,113 | $211.58K | Q3 2026 | Oct 20, 2026 |
| Accurate Wealth Management, Llc | Buy | +1,950 | +8.0% | 26,318 | $1.10M | Q3 2026 | Oct 20, 2026 |
| Retirement Planning Group, Llc | Buy | +9,202 | — | 9,202 | $380.78K | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +40,722 | +371.4% | 51,686 | $2.14M | Q3 2026 | Oct 16, 2026 |
| Encompass More Asset Management | Buy | +2,627 | +24.0% | 13,574 | $561.69K | Q3 2026 | Oct 16, 2026 |
Frequently asked questions about UJUL activity
Which institutional owners are buying UJUL?
Institutional owners buying UJUL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UJUL activity?
"Buy" means an investor increased their reported position in UJUL compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UJUL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UJUL increasing?
Institutional interest in UJUL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.