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 |
---|---|---|---|---|---|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
59,852
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2024
Added 0.19%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
59,565
shares
|
$2.48 Million
0.64% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
58,910
shares
|
$2.45 Million
0.76% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
56,200
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2023
Reduced 1.75%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
55,802
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
54,908
shares
|
$2.28 Million
0.06% of portfolio
|
Q2 2024
Reduced 49.45%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
54,468
shares
|
$2.26 Million
1.69% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
54,265
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
53,528
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Added 13.17%
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
53,078
shares
|
$2.21 Million
0.35% of portfolio
|
Q3 2024
Added 1.66%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
53,037
shares
|
$2.21 Million
0.07% of portfolio
|
Q2 2024
Reduced 34.51%
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
51,940
shares
|
$2.16 Million
0.9% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
50,632
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2024
Added 115.32%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
49,254
shares
|
$2.05 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
48,194
shares
|
$2 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
45,369
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
44,937
shares
|
$1.87 Million
0.15% of portfolio
|
Q4 2023
Added 56.55%
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
44,474
shares
|
$1.85 Million
1.86% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
44,049
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2024
Added 11.55%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
42,763
shares
|
$1.78 Million
1.11% of portfolio
|
Q3 2024
Added 1.84%
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
41,230
shares
|
$1.71 Million
0.35% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
40,799
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
40,605
shares
|
$1.69 Million
0.2% of portfolio
|
Q2 2024
Reduced 35.81%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
39,713
shares
|
$1.65 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.09%
|