Institutional Ownership Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 4.54 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
574,712
shares
|
$25.7 Million
0.04% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
374,418
shares
|
$16.8 Million
0.27% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
300,979
shares
|
$13.5 Million
0.28% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
262,866
shares
|
$11.8 Million
1.63% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
251,654
shares
|
$11.3 Million
3.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
197,270
shares
|
$8.83 Million
0.02% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
189,717
shares
|
$8.49 Million
0.01% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
156,208
shares
|
$6.99 Million
0.64% of portfolio
|
Q3 2024
Added 267.71%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
149,316
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2024
Added 49.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
95,439
shares
|
$4.27 Million
0.55% of portfolio
|
Q3 2022
Added 37.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
94,600
shares
|
$4.24 Million
0.27% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
86,407
shares
|
$3.87 Million
0.48% of portfolio
|
Q3 2024
Reduced 65.76%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75,522
shares
|
$3.38 Million
0.65% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
73,019
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
69,664
shares
|
$3.12 Million
3.58% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
65,073
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
63,832
shares
|
$2.86 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
58,020
shares
|
$2.6 Million
1.48% of portfolio
|
Q3 2024
Added 23.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
56,111
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,424
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
54,286
shares
|
$2.43 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,966
shares
|
$2.42 Million
0.07% of portfolio
|
Q3 2024
Added 89.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,915
shares
|
$2.41 Million
0.15% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
41,918
shares
|
$1.88 Million
1.82% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
37,734
shares
|
$1.69 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.64%
|