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 |
---|---|---|---|---|---|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
7,762
shares
|
$322,743
0.12% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
7,710
shares
|
$320,581
0.0% of portfolio
|
Q1 2024
Reduced 20.31%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
7,600
shares
|
$316,008
0.45% of portfolio
|
Q2 2024
Reduced 37.54%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,373
shares
|
$306,569
0.01% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
7,035
shares
|
$292,515
0.0% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
7,000
shares
|
$291,060
0.08% of portfolio
|
Q1 2022
Added 250.0%
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
6,964
shares
|
$289,563
0.02% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$285,571
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
6,718
shares
|
$279,334
0.01% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
6,400
shares
|
$266,112
0.12% of portfolio
|
Q1 2023
New holding
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
6,267
shares
|
$260,581
0.08% of portfolio
|
Q2 2024
New holding
|
|
Fountainhead Am, LLC
Warren, NJ |
Jul 26, 2024 Q2 2024 |
6,256
shares
|
$260,124
0.06% of portfolio
|
Q2 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,242
shares
|
$259,542
0.02% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
6,113
shares
|
$254,178
0.02% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
6,000
shares
|
$249,480
0.1% of portfolio
|
Q1 2023
New holding
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,931
shares
|
$246,610
0.03% of portfolio
|
Q3 2024
New holding
|
|
Madison Wealth Partners, Inc
|
Aug 09, 2024 Q2 2024 |
5,915
shares
|
$245,945
0.08% of portfolio
|
Q1 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
5,718
shares
|
$237,754
0.07% of portfolio
|
Q2 2024
Added 36.66%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
5,716
shares
|
$237,671
0.09% of portfolio
|
Q1 2024
New holding
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
5,650
shares
|
$234,927
0.01% of portfolio
|
Q4 2023
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
5,524
shares
|
$229,687
0.01% of portfolio
|
Q4 2023
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
5,505
shares
|
$228,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
5,471
shares
|
$227,484
0.01% of portfolio
|
Q2 2024
New holding
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
5,080
shares
|
$211,226
0.08% of portfolio
|
Q2 2024
New holding
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
5,022
shares
|
$208,814
0.02% of portfolio
|
Q2 2024
New holding
|