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 118 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,200
shares
|
$92,356
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
986
shares
|
$41,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
950
shares
|
$39,881
0.0% of portfolio
|
Q3 2024
Added 493.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
893
shares
|
$37,488
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
875
shares
|
$36,732
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
726
shares
|
$30,477
0.0% of portfolio
|
Q3 2024
Added 123.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
600
shares
|
$25,187
0.02% of portfolio
|
Q4 2022
Reduced 55.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
563
shares
|
$23,634
0.05% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
514
shares
|
$21,577
0.0% of portfolio
|
Q1 2024
Reduced 98.67%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$20,990
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
461
shares
|
$19,352
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
375
shares
|
$15,742
0.0% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
311
shares
|
$13,055
0.0% of portfolio
|
Q4 2024
Reduced 70.35%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
248
shares
|
$10,411
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
44
shares
|
$1,847
0.0% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16
shares
|
$671
0.0% of portfolio
|
Q4 2023
Reduced 98.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|