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 233 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,973
shares
|
$459,220
0.07% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,790
shares
|
$451,561
0.03% of portfolio
|
Q4 2022
Added 1253.83%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,572
shares
|
$442,438
0.15% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,258
shares
|
$429,297
0.15% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
10,245
shares
|
$428,753
0.23% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,924
shares
|
$415,319
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
9,903
shares
|
$414,440
0.1% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
9,489
shares
|
$397,114
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,410
shares
|
$393,808
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,275
shares
|
$388,158
0.03% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
9,211
shares
|
$385,480
0.04% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
9,175
shares
|
$383,973
0.03% of portfolio
|
Q3 2024
Reduced 26.49%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
9,153
shares
|
$383,053
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
9,131
shares
|
$382,132
0.05% of portfolio
|
Q4 2024
Reduced 40.29%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
9,005
shares
|
$376,859
0.13% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
8,690
shares
|
$363,676
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,497
shares
|
$355,599
0.01% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
8,432
shares
|
$352,879
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,213
shares
|
$343,714
0.08% of portfolio
|
Q4 2024
Added 47.11%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
8,204
shares
|
$343,337
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
8,202
shares
|
$343,253
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,159
shares
|
$341,454
0.12% of portfolio
|
Q4 2021
Reduced 49.89%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
7,937
shares
|
$332,163
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
7,924
shares
|
$331,619
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
7,878
shares
|
$329,694
0.27% of portfolio
|
Q4 2024
New holding
|