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 107 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,931
shares
|
$349,805
0.06% of portfolio
|
Q3 2024
Added 174.25%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
4,680
shares
|
$331,999
0.05% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,512
shares
|
$320,081
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,439
shares
|
$314,902
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,355
shares
|
$308,943
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
4,294
shares
|
$304,616
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,272
shares
|
$303,055
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,177
shares
|
$296,316
0.01% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,922
shares
|
$278,226
0.01% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,684
shares
|
$261,342
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
3,217
shares
|
$228,213
0.06% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
3,161
shares
|
$224,241
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
3,028
shares
|
$214,806
0.08% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,872
shares
|
$203,739
0.03% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,608
shares
|
$185,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,598
shares
|
$184,302
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,500
shares
|
$177,350
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,369
shares
|
$168,056
0.01% of portfolio
|
Q4 2024
Added 132.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,973
shares
|
$139,964
0.0% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,336
shares
|
$94,775
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,093
shares
|
$77,537
0.0% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
890
shares
|
$63,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
458
shares
|
$32,490
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
401
shares
|
$28,446
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
345
shares
|
$24,474
0.0% of portfolio
|
Q4 2024
New holding
|