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 115 institutions that hold shares in the stock, with a total of 4.14 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
6,522
shares
|
$295,446
0.07% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
6,449
shares
|
$292,139
0.27% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
6,273
shares
|
$284,166
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
6,220
shares
|
$281,766
0.02% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,135
shares
|
$277,915
0.09% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
6,041
shares
|
$273,657
0.02% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,957
shares
|
$269,852
0.01% of portfolio
|
Q1 2025
Reduced 55.48%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
5,750
shares
|
$260,474
0.24% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,711
shares
|
$258,708
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
5,695
shares
|
$257,983
0.08% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
5,420
shares
|
$245,525
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
5,368
shares
|
$243,170
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
5,125
shares
|
$232,162
0.17% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,101
shares
|
$231,075
0.0% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,679
shares
|
$211,958
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,049
shares
|
$183,419
0.01% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,998
shares
|
$181,109
0.0% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,587
shares
|
$162,491
0.14% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,236
shares
|
$146,590
0.0% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$135,900
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,385
shares
|
$108,040
0.02% of portfolio
|
Q3 2024
Added 98.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,200
shares
|
$99,660
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,057
shares
|
$93,182
0.0% of portfolio
|
Q1 2025
Added 561.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,015
shares
|
$91,279
0.01% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,193
shares
|
$54,042
0.0% of portfolio
|
Q1 2025
Added 7356.25%
|