Institutional Ownership Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
482,625
shares
|
$30.9 Million
3.99% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
163,274
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 61.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
128,309
shares
|
$8.21 Million
0.08% of portfolio
|
Q3 2024
Added 332.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
114,531
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2024
Added 542.49%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
109,801
shares
|
$7.03 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
107,806
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
100,091
shares
|
$6.41 Million
0.58% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,521
shares
|
$6.05 Million
0.01% of portfolio
|
Q3 2024
Added 112.76%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
90,975
shares
|
$5.82 Million
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
81,626
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2024
Added 480.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
71,285
shares
|
$4.56 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
65,767
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 44.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
63,230
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Added 38.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
61,302
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
61,023
shares
|
$3.91 Million
0.49% of portfolio
|
Q3 2024
Reduced 86.09%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
56,657
shares
|
$3.63 Million
1.23% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
53,191
shares
|
$3.4 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
50,615
shares
|
$3.24 Million
0.33% of portfolio
|
Q3 2024
Added 102.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
44,274
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
42,482
shares
|
$2.72 Million
1.21% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
40,019
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Added 51.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
37,495
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,753
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
32,273
shares
|
$2.07 Million
0.5% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,085
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.05%
|