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INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY

UJAN
持有机构数
122
机构合计市值 (Q2 2026)
$2.06亿
机构合计股数 (Q2 2026)
453.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+25.8万股
47 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-164.6万股
52 · 9 清仓 · ≈
⚖️ 净额
-138.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.06亿
持有机构数
122
新买入
20
加仓
27
减仓
43
清仓
9
持股不变
32
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Brookstone资本管理Brookstone Capital Management
0.6%0.74%#5$5,949.7万131.2万股$6,460.5万152.0万股-20.7万股-13.64%减仓
Sonoma Allocations LLC
6.62%6.05%#1$1,757.5万38.7万股$1,752.3万41.0万股-2.3万股-5.63%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#68$859.9万19.0万股$804.7万18.9万股+398股+0.21%加仓
Campbell Deegan Wealth Management, LLC
5.58%5.12%#2$808.7万17.8万股$639.6万15.0万股+2.8万股+18.56%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.34%0.34%#11$680.0万15.0万股$604.4万14.2万股+7,809股+5.49%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#76$556.6万12.3万股$510.3万12.0万股+2,743股+2.29%加仓
Strategic Blueprint, LLC
0.25%0.27%#14$496.5万11.0万股$466.6万11.0万股-239股-0.22%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%0.01%#83$403.3万8.9万股$379.0万8.9万股-207股-0.23%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#89$377.9万8.3万股$378.5万8.9万股-5,685股-6.38%减仓
Clearstead顾问Clearstead Advisors, LLC
0.03%0.03%#49$362.3万8.0万股$339.2万8.0万股+130股+0.16%加仓
Berkshire Money Management, Inc.
0.33%0.35%#12$361.7万8.0万股$339.2万8.0万股00.00%持仓不变
Spire 财富管理Spire Wealth Management
0.1%0.11%#32$346.9万7.7万股$327.6万7.7万股-542股-0.70%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#103$336.3万7.4万股$861.1万20.3万股-12.8万股-63.38%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#104$311.0万6.9万股$274.9万6.5万股+3,939股+6.09%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#57$268.5万5.9万股$229.0万5.4万股+5,362股+9.95%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#105$252.7万5.6万股$245.1万5.8万股-1,893股-3.28%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#113$250.9万5.5万股$208.9万4.9万股+6,202股+12.62%加仓
Lantz Financial LLC
0.46%0.49%#8$248.5万5.5万股$234.7万5.5万股-395股-0.72%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.03%#55$236.3万5.2万股$213.1万5.0万股+2,002股+3.99%加仓
IMG Wealth Management, Inc.
1.27%1.34%#3$227.5万5.0万股$210.9万5.0万股+581股+1.17%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#85$221.1万4.9万股$152.4万3.6万股+1.3万股+36.07%加仓
CENTRAL VALLEY ADVISORS, LLC
0.54%0.56%#6$208.8万4.6万股$205.2万4.8万股-2,196股-4.55%减仓
Allworth金融Allworth Financial LP
0.01%0.01%#74$195.8万4.3万股$205.5万4.8万股-5,145股-10.65%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#86$192.5万4.2万股$184.2万4.3万股-871股-2.01%减仓
First Heartland Consultants, Inc.
0.12%#29$190.8万4.2万股$00股+4.2万股新买入
Trek Financial, LLC
0.08%0.09%#38$178.8万3.9万股$167.6万3.9万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#79$165.0万3.6万股$242.7万5.7万股-2.1万股-36.26%减仓
Triad Wealth Partners, LLC
0.09%0.07%#35$160.2万3.5万股$91.5万2.2万股+1.3万股+62.52%加仓
JT Stratford LLC
0.14%0.16%#25$127.7万2.8万股$124.6万2.9万股-1,130股-3.86%减仓
Long Island Wealth Management, Inc.
0.52%0.55%#7$124.9万2.8万股$118.6万2.8万股-350股-1.25%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#92$124.6万2.7万股$117.3万2.7万股-110股-0.40%减仓
PFG Advisors
0.06%0.06%#41$124.0万2.7万股$114.8万2.7万股+364股+1.35%加仓
BXM Wealth LLC
0.67%1.81%#4$123.9万2.7万股$234.6万5.5万股-2.8万股-50.49%减仓
KFG WEALTH MANAGEMENT, LLC
0.14%0.16%#26$119.7万2.6万股$127.6万3.0万股-3,617股-12.05%减仓
Accurate Wealth Management, LLC
0.11%0.13%#31$114.7万2.5万股$108.1万2.5万股+299股+1.20%加仓
Hiley Hunt Wealth Management
0.44%0.46%#9$110.5万2.4万股$103.7万2.4万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#99$106.3万2.3万股$85.3万2.0万股+3,388股+16.88%加仓
Ausdal Financial Partners, Inc.
0.04%0.04%#46$103.6万2.3万股$97.2万2.3万股+4股+0.02%加仓
MBL Wealth, LLC
0.07%0.08%#40$96.2万2.1万股$103.8万2.4万股-3,195股-13.08%减仓
Compass Advisory Group LLC
0.21%0.23%#16$89.5万2.0万股$86.0万2.0万股-490股-2.42%减仓
顶峰金融Summit Financial, LLC
0.01%0.01%#71$89.1万2.0万股$53.0万1.2万股+7,173股+57.49%加仓
Wood Tarver Financial Group, LLC
0.2%0.22%#18$86.1万1.9万股$80.7万1.9万股00.00%持仓不变
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#102$84.0万1.9万股$78.9万1.9万股-42股-0.23%减仓
SteelPeak Wealth, LLC
0.02%#56$84.0万1.9万股$00股+1.9万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#66$77.3万1.7万股$38.2万8,984股+8,059股+89.70%加仓
Archer Investment Corp
0.14%0.18%#21$73.6万1.6万股$85.7万2.0万股-3,922股-19.46%减仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#63$71.8万1.6万股$67.4万1.6万股00.00%持仓不变
Maltin Wealth Management, Inc.
0.23%0.25%#15$68.5万1.5万股$64.2万1.5万股00.00%持仓不变
Diligent Investors, LLC
0.14%0.15%#24$63.0万1.4万股$59.0万1.4万股00.00%持仓不变
Southland Equity Partners LLC
0.11%0.13%#30$62.7万1.4万股$65.6万1.5万股-1,622股-10.50%减仓

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