Institutional Ownership Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,929
shares
|
$896,523
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,114
shares
|
$864,657
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
21,299
shares
|
$832,790
0.37% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,020
shares
|
$821,882
0.02% of portfolio
|
Q2 2024
Added 1193.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
20,929
shares
|
$818,323
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
20,400
shares
|
$797,640
0.46% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,954
shares
|
$741,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,304
shares
|
$715,686
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
17,375
shares
|
$679,362
0.03% of portfolio
|
Q3 2024
Reduced 58.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
17,045
shares
|
$666,459
0.0% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,909
shares
|
$661,141
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,773
shares
|
$616,724
0.02% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
15,080
shares
|
$589,628
0.14% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,827
shares
|
$579,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,909
shares
|
$543,841
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
13,891
shares
|
$543,138
0.02% of portfolio
|
Q4 2022
Added 8.32%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,810
shares
|
$539,971
0.09% of portfolio
|
Q2 2024
Added 35.66%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,800
shares
|
$539,580
0.06% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,656
shares
|
$533,949
0.05% of portfolio
|
Q2 2024
Added 12.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,414
shares
|
$524,487
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,325
shares
|
$521,007
0.0% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,197
shares
|
$516,002
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,800
shares
|
$461,380
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
11,405
shares
|
$445,935
0.16% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
11,293
shares
|
$441,556
0.11% of portfolio
|
Q2 2024
Reduced 10.22%
|