Institutional Ownership Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN). We have compiled data on the 226 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $807 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
128,455
shares
|
$5.34 Million
0.77% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
128,231
shares
|
$5.33 Million
0.09% of portfolio
|
Q2 2024
Added 1.96%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
123,154
shares
|
$5.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 18.44%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
117,230
shares
|
$4.87 Million
0.51% of portfolio
|
Q1 2024
Added 6.21%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
112,572
shares
|
$4.68 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
104,728
shares
|
$4.35 Million
0.02% of portfolio
|
Q3 2024
Added 92.18%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
102,227
shares
|
$4.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
97,169
shares
|
$4.04 Million
2.76% of portfolio
|
Q2 2024
Added 10.49%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
96,900
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2024
Added 2.36%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
94,785
shares
|
$3.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 80.82%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
91,316
shares
|
$3.8 Million
0.15% of portfolio
|
Q2 2024
Reduced 22.68%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
90,416
shares
|
$3.76 Million
0.16% of portfolio
|
Q2 2024
Added 12.48%
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
89,053
shares
|
$3.7 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
87,599
shares
|
$3.64 Million
1.3% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
82,449
shares
|
$3.43 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
81,480
shares
|
$3.39 Million
0.03% of portfolio
|
Q2 2024
Reduced 20.12%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
76,112
shares
|
$3.16 Million
0.49% of portfolio
|
Q2 2024
Reduced 25.97%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
74,735
shares
|
$3.11 Million
0.12% of portfolio
|
Q2 2024
Reduced 34.15%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
71,110
shares
|
$2.96 Million
0.04% of portfolio
|
Q2 2024
Reduced 58.32%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
71,002
shares
|
$2.95 Million
0.62% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
68,412
shares
|
$2.84 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
66,933
shares
|
$2.78 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Compass Advisory Group LLC
|
Jul 31, 2024 Q2 2024 |
64,600
shares
|
$2.69 Million
1.78% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
63,891
shares
|
$2.66 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
61,422
shares
|
$2.55 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.5%
|