Institutional Ownership Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 3.78 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
939
shares
|
$44,874
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
907
shares
|
$43,345
0.0% of portfolio
|
Q2 2024
Added 10.34%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
535
shares
|
$25,567
0.0% of portfolio
|
Q1 2024
Reduced 51.8%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
506
shares
|
$24,181
0.0% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$19,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
400
shares
|
$19,116
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
302
shares
|
$14,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
248
shares
|
$11,851
0.0% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
244
shares
|
$11,660
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
172
shares
|
$8,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
134
shares
|
$6,403
0.0% of portfolio
|
Q4 2022
Reduced 42.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$4,779
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
68
shares
|
$3,249
0.0% of portfolio
|
Q3 2024
Reduced 72.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|