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 85 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
27,300
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 22.43%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
26,611
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2024
Added 49.46%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
25,335
shares
|
$990,598
0.36% of portfolio
|
Q2 2024
Reduced 13.52%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
24,437
shares
|
$955,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
23,810
shares
|
$930,971
0.35% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
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
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
21,900
shares
|
$856,290
0.49% of portfolio
|
Q2 2023
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
21,846
shares
|
$854,178
0.0% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
21,285
shares
|
$832,243
0.39% of portfolio
|
Q2 2024
Added 3.98%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
21,020
shares
|
$821,882
0.02% of portfolio
|
Q2 2024
Added 1193.54%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
20,929
shares
|
$818,323
0.0% of portfolio
|
Q2 2023
New holding
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,954
shares
|
$741,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
18,388
shares
|
$718,970
0.01% of portfolio
|
Q2 2024
Added 24.61%
|
|
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 |
Aug 05, 2024 Q2 2024 |
16,295
shares
|
$637,134
0.02% of portfolio
|
Q2 2024
Added 0.95%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
15,080
shares
|
$589,628
0.14% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
14,581
shares
|
$570,117
0.0% of portfolio
|
Q2 2024
Added 2.21%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
14,078
shares
|
$550,449
0.0% of portfolio
|
Q2 2024
Added 40.02%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
13,931
shares
|
$544,702
0.09% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
13,891
shares
|
$543,138
0.02% of portfolio
|
Q4 2022
Added 8.32%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
13,810
shares
|
$539,971
0.11% of portfolio
|
Q2 2024
Added 35.66%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
13,656
shares
|
$533,949
0.05% of portfolio
|
Q2 2024
Added 12.78%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
13,203
shares
|
$516,237
0.01% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
12,063
shares
|
$471,663
0.19% of portfolio
|
Q2 2024
Added 0.99%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
11,811
shares
|
$461,810
0.0% of portfolio
|
Q2 2024
Added 11.14%
|