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 113 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
5,905
shares
|
$365,460
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,798
shares
|
$358,838
0.09% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
5,589
shares
|
$345,903
0.3% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
5,526
shares
|
$342,004
0.27% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
5,058
shares
|
$313,039
0.03% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,010
shares
|
$310,068
0.07% of portfolio
|
Q4 2024
Reduced 72.5%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
5,000
shares
|
$309,450
0.1% of portfolio
|
Q3 2023
Reduced 73.4%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,931
shares
|
$305,179
0.06% of portfolio
|
Q3 2024
Added 174.25%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,664
shares
|
$288,654
0.02% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,588
shares
|
$283,951
0.18% of portfolio
|
Q3 2024
Reduced 24.89%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,512
shares
|
$279,247
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,489
shares
|
$277,824
0.01% of portfolio
|
Q2 2024
Reduced 46.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,481
shares
|
$277,329
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,480
shares
|
$277,267
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
4,445
shares
|
$275,101
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,404
shares
|
$272,563
0.01% of portfolio
|
Q4 2024
Added 31.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,355
shares
|
$269,530
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
4,294
shares
|
$265,755
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
3,642
shares
|
$225,403
0.08% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,566
shares
|
$220,699
0.05% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
3,400
shares
|
$210,426
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
3,380
shares
|
$209,188
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,247
shares
|
$200,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,608
shares
|
$161,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,500
shares
|
$154,725
0.06% of portfolio
|
Q3 2024
New holding
|