Innovator U.S. Equity Ultra Fund (UJAN)
BATS BATS Primary Summary
UJAN Chart
Innovator U.S. Equity Ultra Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,994 | $109,280.88 | $136,451.55 | $27,170.67 | 24.86% |
 Jeff Ameen Spire Wealth Management | 77,062 | $3.07M | $3.51M | $442,182.47 | 14.39% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,178 | $861,790.72 | $1.15M | $286,577.86 | 33.25% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 300 | $12,753 | $13,685.97 | $932.97 | 7.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,808 | $151,850.25 | $173,778.08 | $21,927.83 | 14.44% |
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Innovator U.S. Equity Ultra Fund Profile
| BATS Exchange | US Country |
Overview
The fund operates in the financial sector with a focus on innovative investment solutions. Its primary strategy involves channeling at least 80% of its net assets into FLexible EXchange® Options (FLEX Options) that are based on the SPDR® S&P 500® ETF Trust (the “Underlying ETF”). FLEX Options stand out for their customizable contract terms, catering to specific investment requirements. The Underlying ETF, in turn, is an exchange-traded unit investment trust aiming to mirror the performance, before expenses, of the S&P 500® Index, thus offering investors exposure to the 500 largest companies in the U.S. stock market. The fund’s approach is non-diversified, focusing its investments to potentially maximize returns from the selected financial instruments.
Products and Services
- FLexible EXchange® Options (FLEX Options)
FLEX Options are a central component of the fund’s investment strategy, providing a degree of flexibility not typically available in standard options contracts. These are exchange-traded options that allow for the custom specification of terms such as expiration dates and strike prices. The customization aspect is particularly beneficial for investors looking to tailor their investment strategies to specific market conditions or personal financial goals.
- SPDR® S&P 500® ETF Trust (Underlying ETF)
The SPDR® S&P 500® ETF Trust serves as the reference asset for all the fund's FLEX Options. This exchange-traded unit investment trust is designed to track the performance, before expenses, of the S&P 500® Index. Investing in the Underlying ETF offers the fund's participants exposure to the large-cap equity market, encompassing a diverse array of sectors. This strategy is aimed at reflecting the performance of the U.S. equity market at large, leveraging the growth and value of the top 500 companies in terms of market capitalization.
