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 109 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
849
shares
|
$35,471
0.0% of portfolio
|
Q1 2024
Added 8.71%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
600
shares
|
$25,068
0.02% of portfolio
|
Q4 2022
Reduced 55.85%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
514
shares
|
$21,474
0.0% of portfolio
|
Q1 2024
Reduced 98.67%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
325
shares
|
$13,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
311
shares
|
$12,993
0.0% of portfolio
|
Q4 2023
Added 165.81%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
254
shares
|
$10,612
0.0% of portfolio
|
Q1 2024
Reduced 74.27%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
248
shares
|
$10,361
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
160
shares
|
$6,684
0.0% of portfolio
|
Q1 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
16
shares
|
$668
0.0% of portfolio
|
Q4 2023
Reduced 98.1%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|