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 1.88 Million shares, which have been reported (via 13F filing form) to have a value of $73.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
8,672
shares
|
$339,075
0.02% of portfolio
|
Q1 2023
New holding
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
8,492
shares
|
$332,037
0.01% of portfolio
|
Q1 2024
Reduced 9.77%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,485
shares
|
$331,763
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
7,741
shares
|
$302,673
0.0% of portfolio
|
Q1 2024
Reduced 32.04%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
7,689
shares
|
$300,639
0.1% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
7,620
shares
|
$297,942
0.0% of portfolio
|
Q2 2023
New holding
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
7,000
shares
|
$273,700
0.14% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
6,883
shares
|
$269,125
0.0% of portfolio
|
Q4 2023
Reduced 15.3%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
6,859
shares
|
$268,186
0.0% of portfolio
|
Q2 2023
Added 45.94%
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
6,669
shares
|
$260,757
0.03% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
6,140
shares
|
$240,074
0.0% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
6,070
shares
|
$237,337
0.19% of portfolio
|
Q4 2023
New holding
|
|
Cra Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
6,025
shares
|
$235,577
0.05% of portfolio
|
Q1 2024
Reduced 23.97%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,380
shares
|
$210,358
0.06% of portfolio
|
Q2 2023
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
5,380
shares
|
$210,358
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
5,334
shares
|
$208,559
0.21% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
4,847
shares
|
$189,517
0.02% of portfolio
|
Q4 2023
Reduced 68.42%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,873
shares
|
$151,434
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,655
shares
|
$142,910
0.01% of portfolio
|
Q3 2023
Added 65.01%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
3,150
shares
|
$123,165
0.02% of portfolio
|
Q1 2024
Reduced 62.05%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
3,030
shares
|
$118,473
0.0% of portfolio
|
Q2 2023
Added 35.87%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
2,100
shares
|
$82,110
0.01% of portfolio
|
Q1 2024
Reduced 17.13%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,625
shares
|
$63,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,362
shares
|
$53,254
0.0% of portfolio
|
Q4 2023
Reduced 25.74%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
625
shares
|
$24,437
0.01% of portfolio
|
Q2 2023
New holding
|