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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bxm Wealth LlcBuy+5,430—5,430$224.69KQ3 2026Nov 03, 2026
Ashton Thomas Private Wealth, LlcBuy+895+124.7%1,613$66.75KQ3 2026Nov 03, 2026
Rfg Advisory, LlcSell-316-3.0%10,343$427.99KQ3 2026Nov 03, 2026
Souders Financial AdvisorsSell-150-1.3%11,530$477.11KQ3 2026Nov 03, 2026
Commonwealth Equity Services, LlcBuy+77,475+117.8%143,245$5.93MQ3 2026Nov 02, 2026
Creative PlanningBuy+10,239—10,239$423.70KQ3 2026Nov 02, 2026
Kestra Advisory Services, LlcSell-8,037-4.1%188,589$7.80MQ3 2026Nov 02, 2026
Cambridge Investment Research Advisors, Inc.Buy+3,413+10.6%35,556$1.47KQ3 2026Nov 02, 2026
Spire Wealth ManagementBuy+25,490+126.9%45,578$1.89MQ3 2026Oct 30, 2026
Truist Financial CorpSell-272-1.1%23,839$986.46KQ3 2026Oct 30, 2026
Trek Financial, LlcBuy+15,079—15,079$623.97KQ3 2026Oct 29, 2026
Virtue Capital Management, LlcBuy+8,973—8,973$371.30KQ3 2026Oct 29, 2026
Blue Bell Private Wealth Management, LlcBuy+100—100$4.14KQ3 2026Oct 29, 2026
Riverchase Wealth Management, LlcBuy+27,942—27,942$1.16MQ3 2026Oct 28, 2026
Partners Wealth Management, LlcBuy+20,942—20,942$866.58KQ3 2026Oct 28, 2026
Financial Network Wealth Advisors LlcSell-190-9.3%1,847$76.43KQ3 2026Oct 28, 2026
Central Valley Advisors, LlcBuy+7,603+13.1%65,856$2.73MQ3 2026Oct 27, 2026
Img Wealth Management, Inc.Buy+113+0.2%64,117$2.65MQ3 2026Oct 27, 2026
Triad Wealth Partners, LlcBuy+12,114+31.1%51,098$2.11MQ3 2026Oct 26, 2026
O'Connor Financial Group LlcBuy+7,033—7,033$291.03KQ3 2026Oct 26, 2026
Retirement Guys Formula LlcSell-3-0.0%12,033$497.93KQ3 2026Oct 26, 2026
Dhjj Financial Advisors, Ltd.Sell-157-18.2%707$29.26KQ3 2026Oct 23, 2026
Brookstone Capital ManagementBuy+1,232,374+1641.3%1,307,459$54.10MQ3 2026Oct 22, 2026
Strategic Blueprint, LlcBuy+727+5.6%13,822$571.95KQ3 2026Oct 22, 2026
Axxcess Wealth Management, LlcBuy+16,289—16,289$674.04KQ3 2026Oct 21, 2026
Chris Bulman IncBuy+5,113—5,113$211.58KQ3 2026Oct 20, 2026
Accurate Wealth Management, LlcBuy+1,950+8.0%26,318$1.10MQ3 2026Oct 20, 2026
Retirement Planning Group, LlcBuy+9,202—9,202$380.78KQ3 2026Oct 19, 2026
Concurrent Investment Advisors, LlcBuy+40,722+371.4%51,686$2.14MQ3 2026Oct 16, 2026
Encompass More Asset ManagementBuy+2,627+24.0%13,574$561.69KQ3 2026Oct 16, 2026
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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.