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 107 institutions that hold shares in the stock, with a total of 3.8 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
D.B. Root & Company, LLC
|
Jul 15, 2024 Q2 2024 |
5,695
shares
|
$248,131
0.08% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
5,690
shares
|
$247,913
0.02% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
5,512
shares
|
$240,157
0.0% of portfolio
|
Q2 2024
Reduced 36.73%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
5,449
shares
|
$237,412
0.01% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
5,368
shares
|
$233,883
0.05% of portfolio
|
Q4 2023
New holding
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
5,320
shares
|
$231,792
0.12% of portfolio
|
Q2 2024
Reduced 18.15%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
5,281
shares
|
$230,093
0.12% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
4,971
shares
|
$216,586
0.0% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
4,904
shares
|
$213,667
0.08% of portfolio
|
Q2 2024
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
4,679
shares
|
$203,864
0.1% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,552
shares
|
$198,330
0.01% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
4,500
shares
|
$196,065
0.02% of portfolio
|
Q4 2023
Added 12.5%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
4,296
shares
|
$187,176
0.0% of portfolio
|
Q2 2024
Added 2.29%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,815
shares
|
$122,649
0.01% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,584
shares
|
$112,584
0.0% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,200
shares
|
$95,854
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
2,131
shares
|
$92,847
0.07% of portfolio
|
Q4 2023
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,705
shares
|
$74,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
1,200
shares
|
$52,284
0.01% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
875
shares
|
$38,123
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
829
shares
|
$36,119
0.0% of portfolio
|
Q2 2024
Reduced 79.08%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
709
shares
|
$30,891
0.02% of portfolio
|
Q2 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
600
shares
|
$26,142
0.02% of portfolio
|
Q4 2022
Reduced 55.85%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
514
shares
|
$22,394
0.0% of portfolio
|
Q1 2024
Reduced 98.67%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
480
shares
|
$20,913
0.0% of portfolio
|
Q2 2024
New holding
|