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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
12,481
shares
|
$518,959
0.05% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
12,341
shares
|
$513,138
0.12% of portfolio
|
Q2 2024
Reduced 23.45%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
11,964
shares
|
$497,463
0.24% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
11,903
shares
|
$494,926
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
11,872
shares
|
$493,637
0.01% of portfolio
|
Q2 2024
Reduced 34.23%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
11,838
shares
|
$492,224
0.14% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
11,822
shares
|
$491,558
0.18% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
11,517
shares
|
$478,876
0.19% of portfolio
|
Q2 2024
Added 27.73%
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,372
shares
|
$472,847
0.52% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
10,856
shares
|
$451,392
0.05% of portfolio
|
Q2 2024
Reduced 21.17%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,790
shares
|
$448,648
0.03% of portfolio
|
Q4 2022
Added 1253.83%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
10,710
shares
|
$445,321
0.04% of portfolio
|
Q2 2024
Reduced 23.36%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
10,360
shares
|
$430,768
0.07% of portfolio
|
Q2 2024
Added 11.27%
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
10,270
shares
|
$427,026
0.25% of portfolio
|
Q3 2024
Reduced 41.53%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
10,260
shares
|
$426,610
0.15% of portfolio
|
Q2 2024
Reduced 86.8%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
10,231
shares
|
$425,404
0.0% of portfolio
|
Q2 2023
Reduced 76.73%
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
10,043
shares
|
$417,587
0.07% of portfolio
|
Q2 2024
New holding
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,924
shares
|
$412,639
0.11% of portfolio
|
Q1 2023
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
9,828
shares
|
$408,648
0.0% of portfolio
|
Q1 2024
Added 8.15%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
9,660
shares
|
$401,662
0.01% of portfolio
|
Q2 2024
Added 8.78%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
8,690
shares
|
$361,330
0.17% of portfolio
|
Q1 2024
New holding
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
8,460
shares
|
$351,766
0.51% of portfolio
|
Q2 2024
Reduced 9.71%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
8,432
shares
|
$350,602
0.08% of portfolio
|
Q2 2024
New holding
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,159
shares
|
$339,251
0.12% of portfolio
|
Q4 2021
Reduced 49.89%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
7,924
shares
|
$329,479
0.03% of portfolio
|
Q1 2024
New holding
|