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 |
---|---|---|---|---|---|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
39,488
shares
|
$1.64 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
37,287
shares
|
$1.55 Million
0.81% of portfolio
|
Q2 2024
Added 0.28%
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
37,204
shares
|
$1.55 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
37,000
shares
|
$1.54 Million
0.68% of portfolio
|
Q2 2024
Added 0.5%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
36,559
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
36,523
shares
|
$1.52 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
35,735
shares
|
$1.49 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
35,472
shares
|
$1.47 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
33,841
shares
|
$1.41 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
33,403
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Added 117.84%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
32,511
shares
|
$1.35 Million
0.71% of portfolio
|
Q3 2024
Added 0.6%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
32,126
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
32,054
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2024
Added 27.23%
|
|
First City Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
30,200
shares
|
$1.26 Million
0.69% of portfolio
|
Q4 2023
Added 18.9%
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
29,550
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
28,930
shares
|
$1.2 Million
0.61% of portfolio
|
Q2 2024
Reduced 10.22%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
28,248
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2024
Reduced 7.35%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
27,566
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
26,828
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
26,771
shares
|
$1.11 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
26,581
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
26,403
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
26,284
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2024
Reduced 17.58%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
26,081
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2022
Added 5.75%
|