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 |
---|---|---|---|---|---|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
24,878
shares
|
$1.03 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
24,610
shares
|
$1.02 Million
0.76% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
24,520
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
24,150
shares
|
$1 Million
0.27% of portfolio
|
Q2 2024
Added 28.18%
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
23,718
shares
|
$986,194
0.29% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
23,357
shares
|
$971,184
0.01% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
23,149
shares
|
$962,535
0.04% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
22,479
shares
|
$934,676
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
22,120
shares
|
$919,749
0.02% of portfolio
|
Q1 2024
Added 97.85%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
22,037
shares
|
$916,298
0.03% of portfolio
|
Q2 2024
New holding
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
21,733
shares
|
$903,658
0.13% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
21,672
shares
|
$901,121
0.65% of portfolio
|
Q2 2024
Added 0.3%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
21,582
shares
|
$897,379
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
21,364
shares
|
$888,315
0.09% of portfolio
|
Q2 2024
Reduced 52.54%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 25, 2024 Q2 2024 |
21,135
shares
|
$878,793
0.72% of portfolio
|
Q1 2024
Reduced 22.07%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
21,078
shares
|
$876,423
0.02% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
21,037
shares
|
$874,718
0.32% of portfolio
|
Q1 2024
Added 145.19%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
20,934
shares
|
$870,435
0.45% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
20,592
shares
|
$856,215
0.09% of portfolio
|
Q1 2024
Reduced 13.71%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
20,591
shares
|
$856,173
0.03% of portfolio
|
Q2 2024
Reduced 5.93%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
20,513
shares
|
$852,930
0.07% of portfolio
|
Q2 2024
New holding
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
20,116
shares
|
$836,423
0.08% of portfolio
|
Q1 2023
New holding
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
19,595
shares
|
$814,760
0.08% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
19,371
shares
|
$805,446
0.1% of portfolio
|
Q2 2024
Reduced 16.77%
|