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 258 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
22,111
shares
|
$946,350
0.02% of portfolio
|
Q1 2025
Added 71.88%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
22,094
shares
|
$945,623
0.19% of portfolio
|
Q4 2024
Added 237.98%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
21,786
shares
|
$932,440
0.31% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
21,400
shares
|
$915,919
0.19% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
21,125
shares
|
$904,149
0.67% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
21,049
shares
|
$900,897
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
20,993
shares
|
$898,500
0.12% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
20,923
shares
|
$895,504
0.08% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
20,558
shares
|
$879,882
0.03% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
20,437
shares
|
$874,703
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
20,426
shares
|
$874,232
0.35% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
20,116
shares
|
$860,964
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
19,597
shares
|
$838,751
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
19,433
shares
|
$831,732
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
18,095
shares
|
$774,466
0.07% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,659
shares
|
$755,805
0.04% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
17,063
shares
|
$730,296
0.21% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
16,974
shares
|
$726,487
0.03% of portfolio
|
Q1 2025
Added 45.79%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
16,323
shares
|
$698,624
0.25% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
16,265
shares
|
$696,142
0.31% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
16,173
shares
|
$692,204
0.1% of portfolio
|
Q1 2025
Reduced 40.96%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$682,232
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
15,830
shares
|
$677,524
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,577
shares
|
$666,695
0.02% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
14,736
shares
|
$630,700
0.07% of portfolio
|
Q4 2024
Reduced 1.53%
|