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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
986
shares
|
$44,665
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
950
shares
|
$43,035
0.0% of portfolio
|
Q3 2024
Added 493.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
893
shares
|
$40,452
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
875
shares
|
$39,637
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
726
shares
|
$32,887
0.0% of portfolio
|
Q3 2024
Added 123.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
563
shares
|
$25,503
0.03% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$22,650
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
498
shares
|
$22,559
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
478
shares
|
$21,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
461
shares
|
$20,883
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
420
shares
|
$19,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
291
shares
|
$13,182
0.0% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
248
shares
|
$11,234
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
149
shares
|
$6,749
0.0% of portfolio
|
Q1 2025
Added 238.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|