Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 268 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $737 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,862
shares
|
$157,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,243
shares
|
$131,892
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,139
shares
|
$127,663
0.08% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,564
shares
|
$104,277
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
2,564
shares
|
$104,277
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,429
shares
|
$98,787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,422
shares
|
$98,502
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,321
shares
|
$94,395
0.01% of portfolio
|
Q3 2024
Added 24.38%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$81,340
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
1,900
shares
|
$77,273
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,694
shares
|
$68,894
0.13% of portfolio
|
Q4 2024
Reduced 70.92%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,650
shares
|
$67,105
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1,630
shares
|
$66,292
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,473
shares
|
$59,906
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,325
shares
|
$53,887
0.0% of portfolio
|
Q3 2022
Added 307.69%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$48,804
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,107
shares
|
$45,021
0.0% of portfolio
|
Q4 2024
Added 57.47%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,092
shares
|
$44,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,018
shares
|
$41,402
0.0% of portfolio
|
Q4 2024
Reduced 30.23%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
984
shares
|
$40,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
893
shares
|
$36,318
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
802
shares
|
$32,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
793
shares
|
$32,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
618
shares
|
$25,134
0.02% of portfolio
|
Q3 2023
Reduced 33.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
615
shares
|
$25,012
0.0% of portfolio
|
Q3 2024
New holding
|